Wealthbox Launches Vault, Advanced File Storage for Advisory Firms, and Expands AI to Client Documents for All Users

Vault brings unlimited storage, full-content search, version history, and a Compliance Monitor role to the advisor's system of record. Wealthbox AI now reads every document in the system, so advisors can ask questions of their client files, not just their contact records.

PROVIDENCE, R.I., Oct. 28, 2026 /PRNewswire/ -- Wealthbox, the #1-rated CRM for financial advisors, today launched Wealthbox Vault, an add-on product that gives advisory firms unlimited file storage, full-content search, retained file versions, and a Compliance Monitor role with a complete audit log of file activity.

In addition to Vault, Wealthbox AI can now read documents stored in Wealthbox, on every Wealthbox plan. An advisor can upload a client's trust agreement and ask who the contingent beneficiaries are, or upload a signed form and have Wealthbox AI propose updates to client fields for the advisor to review.

"Most firms keep the client record in one system and the client file in another, so their AI only ever sees half the picture," said John Rourke, CEO of Wealthbox. "When both live in Wealthbox, Wealthbox AI can work from the actual documents. Vault is for firms that want every file, and every version of it, in the same place as the client record."

What Vault adds

Recordkeeping controls. Vault gives firms controls to support their own compliance requirements.

• Files stored in Vault can't be deleted by any user, including firm administrators. Archiving removes a file from active view while preserving the record.
• When a new version of a file is uploaded, every previous version is retained.
• Firms can export all of their Vault files, or a filtered set, at any time as a .zip that preserves folder structure and includes a CSV manifest.

Compliance Monitor role. Designated users get read access to every file and folder in their assigned workspaces, regardless of individual file permissions, and can view and export the complete audit log of Vault activity.

Full-content search. Advisors can find a file without knowing its name. Vault indexes the text inside PDFs, Word documents, spreadsheets, presentations, scans, and images, so a search for a word or phrase surfaces every matching file in Wealthbox, including scanned forms and photos of business cards.

Household aggregation. Files tied to each household member roll up automatically to the household record, so advisors can review a family's files without opening each contact.

Organization and previews. Custom fields and filtering keep files organized, and in-app previews let advisors review PDFs, documents, spreadsheets, and images without downloading them.

Included with every Wealthbox plan

Every Wealthbox user can store files alongside the client records, tasks, and workflows they relate to, and can now organize them in folders. Firms moving from another storage provider can upload a .zip of client folders and map each folder to a Wealthbox contact using self-service import.

Wealthbox AI reads PDFs, Word, Excel, and PowerPoint files, text files, scans, and images. AI Agents can compare document contents against client records, flag discrepancies, and take follow-up actions in Wealthbox. Wealthbox AI and AI Agents follow the same permissions as the rest of Wealthbox, so they only use files a user is already allowed to see.

Availability

Wealthbox Vault is available now as an add-on for Wealthbox users. Learn more at wealthbox.com/products/vault/.

About Wealthbox

Wealthbox® is an AI-powered CRM platform for financial advisors. Integrated with leading custodians and wealthtech partners, Wealthbox is recognized for its modern product design and intuitive user experience. The platform enables financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships, streamline operations, and turn years of practice data into action. Learn more at www.wealthbox.com.

SOURCE Wealthbox