Plugins

Wealthbox

Claude

Advisor workflows for Wealthbox CRM: onboarding data orchestration, client service request tracking, recommendation and suitability records, client meeting preparation, and identifying clients affected by external changes.

Open in Claude Marketplace

How to install Wealthbox in Claude

  1. Open the Claude Marketplace listing and check which Claude products it supports.
  2. Follow its installation instructions in the listed client and review any authorization requests.
  3. Open a new session in that client. Look for the plugin’s skills or commands and follow the usage notes on the listing.
Official Claude setup guide

How to use Wealthbox

Check the marketplace listing or publisher’s documentation for supported actions and examples.

Listing checked

Historial de posiciones

La clasificación por instalaciones usa las cifras publicadas por Claude. Las posiciones del directorio siguen su orden de presentación.

– Posición #451
Posiciones registradas (3)
Posiciones registradas
Fecha de capturaCategoríaPosición
Orden del directorio#451
Orden del directorio#451
Orden del directorio#451

Frequently asked questions

Why can’t I find Wealthbox after installing?

Check that your Claude client is supported and that you installed the plugin in the workspace or project you have open. In Claude Code, run /reload-plugins or reopen the session.