Wealthbox Integration Deep Dive

Flextract's Wealthbox integration transforms document processing into seamless CRM contact management and client relationship building. Extract comprehensive client data from any document and automatically update detailed contact profiles in your Wealthbox CRM.

Overview

The Wealthbox integration is designed for financial advisors, wealth managers, and client-focused professionals who need to efficiently capture and maintain client information from various documents while building robust relationships in their CRM system.

Key Benefits

Automated Contact Creation: Convert client documents into complete Wealthbox contact profiles
Zero Manual Entry: Eliminate typing of client information and contact details
Relationship Management: Build comprehensive client histories and interactions
Investment Tracking: Capture and maintain investment preferences and experience levels
Lead Qualification: Transform document data into qualified prospects and opportunities

Supported Data Fields

👤 Personal & Contact Information

Core Identity Data

First Name: Proper name extraction with formatting validation
Middle Name: Complete name records for formal identification
Last Name: Family name tracking for relationship mapping
Suffix: Professional titles and generational indicators (Jr., Sr., III)
Prefix: Title recognition (Mr., Ms., Dr., etc.)
Nickname: Informal names for personal relationship building

Contact Details

Email Address: Validated email extraction with format verification
Website: Professional or personal website URLs
Company: Current employer or business affiliation
Job Title: Professional position and responsibilities

Communication & Social

Twitter Name: Social media presence for digital engagement
Background Information: Comprehensive client notes and history
Important Information: Critical details requiring special attention
Personal Interests: Hobbies and preferences for relationship building

📅 Dates & Life Events

Birth Date: Complete date of birth in YYYY-MM-DD format
Anniversary: Wedding anniversaries for relationship milestones
Date of Death: Estate planning and beneficiary management
Retirement Date: Financial planning timeline milestones

👨‍👩‍👧‍👦 Demographics & Personal Details

Gender: Standardized Male/Female values for compliance
Marital Status: Single, Married, Divorced, or Widowed options
Birth Place: Geographic origin for compliance requirements
Maiden Name: Family history for verification purposes

🔑 Identification Documents

Passport Number: International identification tracking
Green Card Number: Immigration status documentation

💰 Financial Information

Income & Assets

Gross Annual Income: Total yearly earnings for planning
Adjusted Gross Income: Tax-adjusted income calculations
Assets: Total liquid asset valuations
Non-Liquid Assets: Real estate, business interests, collectibles
Liabilities: Debt obligations and financial commitments

Tax Information

Estimated Taxes: Annual tax liability projections
Tax Year: Specific year for tax document references
Tax Bracket: Current marginal tax rate classification
Confirmed by Tax Return: Verification status of income data

📈 Investment Profile

Experience Levels (1-10 Scale)

Mutual Fund Experience: Track client sophistication with fund investments
Stocks and Bonds Experience: Equity and fixed income knowledge
Partnerships Experience: Alternative investment familiarity
Other Investing Experience: General investment background

Investment Preferences

Investment Objective: Growth, income, preservation, speculation goals
Time Horizon: Short-term, medium-term, or long-term investment timeframes
Risk Tolerance: Conservative, moderate, aggressive risk appetite

Document Processing Examples

Financial Planning Questionnaires

When processing client intake forms:

Personal details populate core identity fields
Contact information ensures current communication channels
Financial data builds comprehensive wealth pictures
Investment experience establishes suitability profiles
Goals and objectives guide relationship development

Tax Returns and Financial Statements

From tax documents and financial reports:

Income verification validates earning capacity
Asset declarations update net worth tracking
Tax information supports planning strategies
Employment details confirm professional status

Estate Planning Documents

Wills and trust documentation provide:

Beneficiary relationships for family mapping
Asset inventories for wealth tracking
Personal details for comprehensive records
Financial holdings for portfolio analysis

Insurance Applications

Insurance forms offer rich client data:

Health information where applicable for planning
Beneficiary details for relationship tracking
Financial status for risk assessment
Personal circumstances for tailored advice

Data Validation & Quality

Automatic Formatting

Dates: Intelligent parsing from various formats with validation
Names: Proper capitalization and professional formatting
Email Addresses: Format validation for deliverability assurance
Financial Data: Currency formatting and numerical validation

Validation Rules

Email Format: Structure checking to ensure valid addresses
Date Ranges: Reasonable validation for birth dates and life events
Experience Levels: Numeric validation within 1-10 scales
Financial Values: Positive number validation for assets and income
Marital Status: Standardized options with proper capitalization

Error Handling

Invalid Data: Clear error messages with correction guidance
Missing Fields: Graceful handling without blocking contact creation
Format Issues: Automatic correction attempts where possible
Duplicate Prevention: Checks for existing contact records

Workflow Examples

New Prospect Onboarding

Document Upload: Prospect submits financial questionnaire or application
Data Extraction: Flextract captures all relevant contact and financial information
Contact Creation: New Wealthbox contact automatically created with complete profile
Lead Qualification: Investment experience and objectives establish suitability
Relationship Launch: Advisor can immediately begin tailored engagement

Existing Client Updates

Document Processing: Updated financial statements or life event documentation
Contact Matching: Automatic identification of existing Wealthbox contacts
Profile Enhancement: New information supplements existing contact data
Change Tracking: Audit trail of all profile modifications and updates
Opportunity Generation: Changes trigger follow-up actions and planning reviews

Investment Suitability Assessment

Experience Documentation: Client investment experience questionnaires
Profile Building: Experience levels and risk tolerance captured
Suitability Classification: Automatic client categorization for compliance
Recommendation Engine: Investment suitability drives product recommendations
Documentation Trail: Compliance record for regulatory requirements

Advanced Features

Relationship Intelligence

Contact Linkage: Family member and beneficiary relationship mapping
Opportunity Tracking: Life events trigger planning opportunities
Communication History: Document-driven interaction tracking
Referral Networks: Professional relationship identification

Investment Management

Risk Profiling: Comprehensive risk tolerance assessment
Experience Tracking: Investment sophistication monitoring
Objective Alignment: Goal-based planning support
Suitability Documentation: Regulatory compliance automation

Quality Assurance

Confidence Scoring: Each extracted field includes accuracy ratings
Review Workflows: Low-confidence data flagged for manual verification
Batch Processing: Handle multiple client documents simultaneously
Progress Monitoring: Real-time status updates during processing

Security & Compliance

Data Protection

Encryption: All client data encrypted in transit and at rest
PII Security: Special protection for personally identifiable information
Access Controls: Role-based permissions for different user levels
Audit Logging: Complete record of all data access and modifications

Getting Started

Initial Setup

Connect Wealthbox: Secure OAuth authentication with your Wealthbox CRM
Test Integration: Process sample documents to verify configuration, visit a folder to view the "Sync Data" workflow.

The Wealthbox integration transforms document processing into relationship-building opportunities, enabling financial professionals to focus on client service while maintaining comprehensive, accurate CRM records that drive business growth and regulatory compliance.