Wealthbox Launches Vault File Storage and Expands AI Capabilities

Wealthbox announced the launch of Wealthbox Vault, an add-on product providing financial advisory firms with unlimited file storage, full-content document search, version history, and a Compliance Monitor role. Additionally, the company stated that Wealthbox AI can now read client documents stored within the platform across all plans.

According to the announcement published on October 28, 2026, Wealthbox Vault introduces specific recordkeeping and compliance features designed for advisory practices.

Key Features of Wealthbox Vault

• Unlimited Storage: Firms can store files without storage caps.
• Undeletable Records: Stored files cannot be permanently deleted by any user, including firm administrators, though archiving removes them from active view.
• Version History: Every previous version is retained when a new file version is uploaded.
• Data Portability: Firms can export files as a .zip folder preserving the original structure alongside a CSV manifest.
• Compliance Monitor Role: Designated users obtain read-only access to all files and folders in assigned workspaces alongside a complete audit log of activity.
• Full-Content Search: Vault indexes text inside PDFs, Word documents, spreadsheets, presentations, scans, and images to surface files based on internal keywords.
• Household Aggregation: Files associated with individual household members roll up automatically to the household record.

Expansion of Wealthbox AI

Wealthbox AI now reads documents stored across all plans. According to the company, advisors can upload documents such as trust agreements or signed forms to query specific details or have the system propose updates to client fields for review. AI agents can compare document contents against client records and flag discrepancies.

Verification and Availability

Wealthbox Vault is available as an add-on product. Readers can review the original announcement and verify details directly at wealthbox.com/products/vault/.