Wealthbox has launched Wealthbox Vault, a new add-on for advisory firms that manages client files. Vault provides unlimited file storage, full-content search and retained file versions.
Vault also adds a Compliance Monitor role. This role gets a complete audit log of file activity, which records what happens to each file.
Alongside Vault, Wealthbox is expanding its AI capabilities to work with client documents. The announcement does not list which AI features are included, or which plans or price the add-on carries.