Wealthbox

Wealthbox is where an advisory practice keeps its record of every client relationship, but most CRMs only reflect what happened in scheduled meetings. Quin goes further. Mention a client in a text, an email, or a quick voice note, and Quin finds the matching Wealthbox record and updates it, the same way it would after a client call.

What you can do with Wealthbox and Quin

• Update a Wealthbox record from any conversation.
  A text, an email, or a voice note that mentions a client works the same way a meeting does, not just what happens on a scheduled call.
• Turn a photo into a logged note.
  A photo of a handwritten note or a business card becomes a note added to the right Wealthbox contact.
• Get meeting notes, tasks, and next steps logged the moment a call ends.
  It works the same way whether the meeting was a video call, a phone call, or in person.
• Ask what you last discussed with a client and get a straight answer.
  It's pulled directly from Wealthbox without you opening the record yourself.
• Control exactly what Quin updates and tags.
  Guidelines can specify always logging a "Last Contact" date or tagging estate planning conversations for later reference.
• Keep contact matching accurate across a shared book of business.
  Quin matches by name and email the same way a colleague covering for you would.

Who this helps most

• Advisors who talk to clients outside of scheduled meetings, where a quick text or voice note about a client deserves the same record as a full call.
• Practices sharing one Wealthbox account across a team, so any advisor's update reads the same way and matches the right contact.
• Anyone who wants specific details, not summaries, logged, since Guidelines let you specify exactly what should get tagged or captured.

How this shows up day to day

• A client mentions something important mid-text, not on a call.
  That message updates their Wealthbox record the same way a scheduled meeting would, so nothing waits for the next appointment.
• A full day of back-to-back client meetings wraps up.
  Notes, tasks, and next steps land in Wealthbox for each one as it ends, instead of piling up for a catch-up session that evening.
• The first meeting of the day is about to start.
  A morning brief pulls together what's already in Wealthbox, so prep doesn't mean opening the record cold five minutes beforehand.

Frequently asked questions

Does Quin only update Wealthbox from meetings?
No. Mentioning a client in a text, an email, or a voice note works the same way. Quin finds the matching contact and updates it based on what was said, not just what happened on a call.

How does Quin know which Wealthbox contact to update?
By matching the name or email mentioned in a conversation to a Wealthbox record. If two clients share a similar name, using a full name or email address helps Quin match the right one.

Can I control what fields or tags Quin updates in Wealthbox?
Yes, through Guidelines. You can specify instructions like always updating a "Last Contact" field after meetings, or tagging certain topics, such as estate planning conversations, for easier reference later.

Is my data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Wealthbox.

Does Quin replace Wealthbox?
No. Wealthbox stays the system of record for the practice. Quin keeps it current and pulls context from it, but Wealthbox remains the source of truth.