AgentLog
Wealthbox • Financial Advisor

The voice-CRM layer your Wealthbox setup is missing.

Modern CRM for independent RIAs and advisors. Where it stops short: Client meeting notes still rely on the advisor typing them up later. AgentLog closes that gap — every client meeting becomes a structured update inside Wealthbox, no typing required.

Financial AdvisorPairs with WealthboxPWA — install to home screen
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What Wealthbox does well

  • Clean UX
  • Workflow automation
  • Strong integrations

Where AgentLog fits

AgentLog turns post-meeting voice notes into Wealthbox activity notes, tasks, and contact field updates.

Sample voice note“Met with the Hendersons. Robert is retiring in 18 months, Susan wants to keep working until 65. They have a 401k rollover from his old employer plus a non-qualified account. Want to talk about Roth conversion strategy. Schedule a planning meeting in three weeks and send the rollover paperwork.”
PersonRobert & Susan Henderson (Household — joint)
Opportunity401(k) rollover + Roth conversion plan — Pending — rollover sizing TBD
StagePlanning Meeting To Schedule
Tasks1. Send 401(k) rollover paperwork to Robert2. Schedule planning meeting in 3 weeks3. Build Roth conversion projection scenarios
Suggested text“Robert — getting the rollover paperwork over today. I'll have Roth conversion scenarios ready for our planning meeting in 3 weeks.”

Wealthbox vs AgentLog at a glance

CapabilityWealthboxAgentLog
Lead routing / pipeline UIYes — its core strength.No — keep using Wealthbox.
Post-call voice captureLimited or manual typing.Yes — one tap, structured output.
Speaker diarization (multi-voice transcripts)No.Yes (Deepgram nova-3).
Financial Advisor-aware CRM extractionGeneric notes.Yes — contacts, opportunities, stages, tasks.
Drafted follow-up textManual.Drafted from the parsed conversation.
Review-before-apply gate—Yes — nothing writes until you approve.

Frequently asked

Is AgentLog a full Wealthbox replacement?

No — AgentLog is the voice-capture and CRM-update layer. Most teams keep Wealthbox as their CRM and use AgentLog to remove the post-call typing that Wealthbox doesn't solve.

What does AgentLog do that Wealthbox doesn't?

Client meeting notes still rely on the advisor typing them up later. AgentLog records, transcribes, extracts financial advisor signals, and shows a review screen — then writes structured updates back to Wealthbox.

Will it work with Wealthbox integrations?

AgentLog produces structured contact, opportunity, task, and activity payloads designed to feed CRMs like Wealthbox.

What does it cost compared to Wealthbox?

AgentLog is priced per active user. It's designed to be additive to your existing CRM — pay for AgentLog for the voice layer, keep paying Wealthbox for the CRM features you already use.

Other Financial Advisor CRM alternative pages

Financial AdvisorRedtail alternativeFinancial AdvisorSalesforce Financial Services Cloud alternativeFinancial AdvisorPractifi alternativeFinancial AdvisorJunxure alternativeUse caseAnnual client review meeting notesUse caseProspect introductory meeting notesUse caseInternal advisor team meeting notes

Keep Wealthbox. Add the voice layer.

AgentLog is built to be the voice-capture front-end for the CRM you already pay for. Get the structured CRM updates you'd write — without writing them.

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