💼 Wealthbox Essentials Bundle

All of our most popular Wealthbox-ready QuickStart projects—bundled together at a discounted rate.

Whether you're just getting started with Wealthbox or looking to streamline your workflows, this bundle delivers everything you need to collect, organize, and automate client data with ease.

✅ What’s Included

📄 Forms:

• Meeting Notes & Tasks Form – Take notes, assign tasks, and send follow-ups all in one place

• Risk Tolerance Questionnaire + IPS – Score clients and generate a personalized Investment Policy Statement

• Client Profile Questionnaire – Capture key personal, financial, and estate data

• Bulk Client Notes Form – Apply the same note to multiple clients at once

• Documentation Needs List Generator – Send clients a tailored list of required documents

• Send A Referral Form – Make it easy for clients or partners to refer someone new

⚙️ Zaps (Automation Templates):

• Meeting Notes & Tasks → Wealthbox

• Risk Tolerance Questionnaire + IPS → Wealthbox

• Client Profile Questionnaire → Wealthbox

• Bulk Client Notes → Wealthbox

• Sync Contacts to Wealthbox Events

Each Zap is set up to automatically route submitted data directly into the correct Wealthbox contact or record, saving time and eliminating manual entry.

Streamline your operations. Enhance your client experience.
All the tools you need to power up Wealthbox—in one value-packed bundle.

Terms & Conditions of Sale