Wealthbox is now available in Apple CarPlay. Advisors can talk to the Wealthbox AI Assistant from their car. The vendor's blog post announced the update.
The assistant can add contacts, log notes, create follow-up tasks and answer questions about the advisor's day. Advisors who spend time driving between client meetings can handle these tasks by voice.
The announcement does not state which plans include the feature, which regions it covers or whether it carries extra cost.