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.
Authorize access
Grant Tendersight read access to your Wealthbox deals. You control exactly what data flows through.
Set your rules
Define what triggers an import — new deals, updates, or on a schedule. Fine-tune with filters.
Automate everything
Sit back as deals from Wealthbox are processed, analyzed, and turned into actionable intelligence by your AI assistants.
Explore more integrations
Discover other tools you can connect to Tendersight.
Salesforce
Connect Salesforce and let your AI assistants work with your deals automatically.
HubSpot
Bring your HubSpot deals into Tendersight for AI-powered customer relationships.
Zoho CRM
Route Zoho CRM pipelines directly to your Tendersight AI assistants.
Notion
Automate the flow of notes from Notion into your tender workflows.
OpenAI (ChatGPT)
Connect OpenAI (ChatGPT) and let your AI assistants work with your messages automatically.
Anthropic (Claude)
Automate the flow of results from Anthropic (Claude) into your tender workflows.
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