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

Ranking history

Install rankings use counts published in the Claude catalog. Directory positions follow the order shown by Claude.

– Position #451
Recorded positions (3)
Recorded positions
Capture dateCategoryPosition
Directory order#451
Directory order#451
Directory order#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.