Vitals AI is a business intelligence platform built for financial advisors. With the Vitals AI integration, Wealthbox users can instantly transform their CRM data into actionable insights that reveal the health and performance of their advisory practice. From client demographics and referral sources to book development and growth trends, key metrics are automatically tracked and visualized, eliminating the need for manual reports or spreadsheets.

How does Vitals AI integrate with Wealthbox?

Vitals AI connects to Wealthbox through a secure OAuth authentication process, ensuring your data remains protected throughout the integration.

Who sets up the initial Wealthbox connection?

The firm administrator for your Vitals AI account will be the first person to connect Wealthbox via OAuth. This initial connection establishes the link between your firm's Wealthbox workspace and Vitals AI. Additional advisors/users can be added to the Vitals Workspace without any additional setup.

How to enable the Vitals AI integration with Wealthbox

Connecting with Vitals AI from Wealthbox is a breeze! 

• Simply click the Connections button, then navigate to Wealthbox and click Connect. You will then be prompted to securely authenticate with your Wealthbox credentials.
• Once complete, navigate to the Data Mapping section in Vitals AI set how your Wealthbox Contact Records will be used. You can view the Clients table to then view your data.