Capture Every Client Call — Logged Straight Into Wealthbox
Marlie AI answers every prospect and client call, qualifies the inquiry, and creates Contacts, Notes, and Tasks in Wealthbox — so your advisor team always picks up where the call left off.
An AI receptionist built for financial advisors and RIAs on Wealthbox
Financial advisors live in Wealthbox to track relationships and stay on top of client moments. The phone is still where the most important conversations start — but missed calls and unlogged activities mean opportunities slip and compliance gaps appear.
Marlie AI answers every prospect and client call 24/7. New prospects become Wealthbox Contacts, existing clients are matched to their record, and every call is logged as a Note with summary, transcript, and recording link — keeping advisors current and audit-ready.
What You Get with Marlie + Wealthbox
Everything you need to connect your phone calls with Wealthbox — fully automated, zero manual work.
Auto-Create Contacts
New prospect calls become Wealthbox Contacts with name, phone, email, household, and the qualifying data Marlie collected.
Activity & Note Logging
Every call is logged as a Note on the right Contact with summary, transcript, and a link to the full recording.
Workflow Triggers
Marlie applies the right tags so your existing Wealthbox workflows for prospect onboarding and client service fire automatically.
Task Creation For Advisors
Calls that need follow-up generate Tasks for the right advisor with due dates, categories, and full call context.
Smart Deduplication
Returning callers are matched to existing Wealthbox Contacts and households so records stay clean and history is preserved.
Compliance-Friendly Logging
Every call is captured with consistent metadata so your team has a clear audit trail of prospect and client interactions.
How It Works
Get up and running with Wealthbox in minutes — no coding required.
Connect Wealthbox
Authenticate Wealthbox from the Marlie dashboard using your API token. Connection takes minutes, no developer required.
Map Tags, Workflows & Owners
Choose which tags Marlie applies, which workflows should fire, and which advisors or service team members own new Contacts.
Marlie Answers 24/7
Inbound prospect and client calls are answered. Marlie qualifies the caller, identifies existing clients, and confirms next steps.
Wealthbox Stays Current
New Contacts, Notes, and Tasks appear in Wealthbox in real time, with workflows triggered and the right advisor notified.
Built for Real Scenarios
See how businesses use Marlie + Wealthbox to capture more leads and streamline operations.
Solo Advisors & Small RIAs
A solo advisor can't take inbound prospect calls during planning sessions or client meetings.
Marlie answers, qualifies fit, captures the prospect's situation, and books a discovery call on the advisor's calendar with the Contact and Notes already in Wealthbox.
Multi-Advisor Practices
A growing RIA needs prospect calls routed to the right advisor based on geography or specialty.
Marlie qualifies the call, creates the Wealthbox Contact, assigns it to the right advisor, and sends them a Task with the call summary attached.
Client Service Coverage
A practice has only one client service person and inbound service calls overflow during peaks.
Marlie handles overflow service calls, logs them on the client's Wealthbox record, and routes urgent items to the service team with full context.
Frequently Asked Questions
Common questions about the Marlie AI + Wealthbox integration.
Which Wealthbox plans work with Marlie?
Will Marlie give financial advice on calls?
Can Marlie identify existing clients on a call?
Can Marlie trigger Wealthbox workflows?
Are call recordings stored in Wealthbox?
Will Marlie create duplicate Contacts?
Other Integrations
Marlie AI connects with more than just Wealthbox. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Cloze
CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with Wealthbox?
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What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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