Wealthbox (AI Notetaker)

Advisor CRM with a native AI Notetaker add-on that preps meetings from CRM history, transcribes calls, and drafts summaries, tasks, and follow-up emails onto the contact record.

Visit Wealthbox (AI Notetaker) ↗

AI features

• Auto-joins Zoom, Teams, Webex, and Google Meet
• Prep briefs from about 12 months of Wealthbox activity
• Summaries, transcripts, Ideas-to-tasks, and follow-up email drafts inside the CRM
• Phone and in-person capture; meeting reports scoped to permissions

Pricing

CRM plans listed at Basic $59, Pro $75, and Premier $99 per user/month; Enterprise custom. AI Notetaker add-on is $49 per user/month at a special introductory rate on the pricing page.

Best for

Firms already on Wealthbox that want meeting notes without a separate notetaker vendor.

Watch out for

Wealthbox is SOC 2 Type II certified. Recording consent still applies. Confirm whether the introductory AI Notetaker rate has changed at checkout.

Sources

• Wealthbox pricing
• Wealthbox AI Notetaker
• Wealthbox Meetings and AI Notetaker help

Last verified 2026-10-16.