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.
Also useful: CRM and Zapier integrations.
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?
Related Integrations
Marlie AI connects with more than just Wealthbox. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with Wealthbox?
Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.
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.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
