Wealthbox
Developer not provided
Advisor workflows for Wealthbox CRM: onboarding data orchestration, client service request tracking, recommendation and suitability records, client meeting preparation, and identifying clients affe...
From the developer
Description
From the marketplace listing
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.
What changed
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Files & skills
Wealthbox · catalog manifest
Saved declaration
{}
Catalog declarations and available plugin.json metadata are saved. Referenced skills and executable source files are not downloaded or tested. Missing components in a manifest do not prove that the plugin has none.
Technical details
- Sources
- Claude Marketplace
- First seen
- Oct 24, 2026 · 00:00 UTC
- Last seen
- Nov 7, 2026 · 06:00 UTC
- Latest observed change
- Oct 24, 2026 · 00:00 UTC
- Collection status
- Listed
- Reported installs
- Not provided
- Source badge
- Anthropic verified, as displayed by Claude Marketplace.
Installation counts are source-reported, not independently verified active users. Observation dates are not release dates.
Download plugin data (JSON)Plugin history: freshly prepared. Prepared . Refreshed when catalog data changes or after 6 hours. Your account and Follow status are live.