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Tendersight
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Tendersight + Wealthbox

Unify your customer relationships with Wealthbox

Connect Wealthbox to Tendersight and let your AI assistants automatically process your deals. Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.

What you can do

Powerful automation capabilities out of the box.

AI-powered processing

Your AI assistants instantly analyze incoming deals from Wealthbox, extracting key information and structuring it for tender responses.

Real-time sync

Changes in Wealthbox are reflected in Tendersight within seconds. Always work with the latest deals without refreshing or re-importing.

Smart filtering

Set rules to import only the deals you need. Filter by date, status, keywords, or custom criteria to keep your workspace focused.

Secure connection

Your Wealthbox credentials are encrypted end-to-end. We use OAuth where available and never store your passwords. Revoke access anytime.

How it works

Get started in three simple steps.

1

Authorize access

Grant Tendersight read access to your Wealthbox deals. You control exactly what data flows through.

2

Set your rules

Define what triggers an import — new deals, updates, or on a schedule. Fine-tune with filters.

3

Automate everything

Sit back as deals from Wealthbox are processed, analyzed, and turned into actionable intelligence by your AI assistants.

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Start free. No credit card required.