Wealth, RIA, Banking & FinTech

Every client conversation. One platform. Full audit trail.

Sync advisor emails, automate client review scheduling, and capture meeting intelligence inside your platform, with the compliance infrastructure financial services demands.

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Financial services platform with advisor email, calendar, and client relationship data

Wealthbox Mail standardized client communication for financial advisors

“The Wealthbox Mail feature powered by Nylas allows us to standardize and optimize our email communication with clients in a super simple way.”

Jason Wenk CEO, FormulaFolios

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MySocialPulse hit market at least two months faster with Nylas

2+ months faster to market

“There was no reason to try and reinvent the wheel; Nylas was already a proven solution… our speed to market was at a minimum two months faster.”

Divya Prashanth CEO & Co-Founder, MySocialPulse

Financial advisor platform with client emails, calendar reviews, contacts, and meeting intelligence

How You Get There

Give advisors a reason to stop living in Outlook.

Email API

Client emails synced to the record, so nothing falls through when an advisor is out.

When an advisor is sick, on vacation, or leaves the firm, the rest of the team can see every client conversation, sent and received, right on the client record. No forwarding chains. No lost context.

Full communication history visible to any team member, any time
Advisors send from their own address, clients never see a difference
Every message archived automatically for compliance recordkeeping

Calendar API

Review season doesn’t have to mean scheduling chaos.

Surface real-time availability across advisors and paraplanners, flag clients who are overdue for a review, and eliminate the scheduling back-and-forth.

Coordinate across advisors, paraplanners, and client households
Flag overdue reviews based on last meeting date
Every scheduled meeting surfaces automatically on the client record

Contacts API

The book of business always current, never duplicated.

Client data comes from custodians, referrals, and manual imports. Keep contact info, household relationships, and advisor assignments clean and current, without asking advisors to do data entry.

Household and spousal relationships stay mapped and in sync
Deduplicate clients across custodian feeds, referrals, and imports
Advisor assignments update automatically when teams change

Notetaker API

Client meetings that document themselves, summary, action items, and compliance record.

Every client call generates a summary of what was discussed, what was recommended, and what the client agreed to, the documentation fiduciary advisors need, delivered without manual note-taking.

Summaries capture discussion, recommendations, and client decisions
Action items assigned to the advisor or paraplanner automatically
Full transcript archived for compliance and dispute resolution

Scheduler

Clients book their own reviews. Advisors focus on advising.

Embed scheduling in client portals, annual review reminders, or onboarding emails. High-net-worth clients see real-time advisor availability and book directly, no assistant required.