Connect your stack
27 native integrations. 3,200+ tools via managed connectors. Most are one-click OAuth, some use API keys - Viktor handles auth and starts working. No webhooks, no Zapier zaps.
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Viktor is an AI employee that connects to Wealthbox in one click via OAuth and helps you track deals and customer relationships through a sales pipeline, running 8 Wealthbox actions for you like Create Task, Create Event, and Create Contact. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Wealthbox and reports back. Setup takes about two minutes.
Free to start · No credit card · SOC 2 Type 1 · Works in Slack & Microsoft Teams
Messages you'd actually send. Paste one into Slack or Microsoft Teams, swap in your specifics, and Viktor takes it from there.
“Update the Wealthbox deal I closed today and move it to won.”
— you, in Slack or Teams
“Pull this week's pipeline from Wealthbox and post a summary to #sales every Friday.”
— you, in Slack or Teams
“Find contacts in Wealthbox we haven't touched in 30 days and draft follow-ups.”
— you, in Slack or Teams
“Cross-check Wealthbox against our billing records and flag deals that don't match.”
— you, in Slack or Teams
Ask in plain English in Slack or Microsoft Teams. Viktor picks the right Wealthbox actions, runs the work, and reports back. No workflows to build.
Retrieves available options for the Contact field.
Retrieves available options for the Category field.
Retrieves available options for the Stage field.
Retrieves available options for the Type field.
Create a new task.
Create a new opportunity.
Create a new event.
Create a new contact.
27 native integrations. 3,200+ tools via managed connectors. Most are one-click OAuth, some use API keys - Viktor handles auth and starts working. No webhooks, no Zapier zaps.
Message Viktor in Slack like you'd message a teammate. "Update the Wealthbox deal I closed today and move it to won." "Pull this week's pipeline from Wealthbox and post a summary to #sales every Friday." Plain English, any tool.
Viktor opens Wealthbox, runs the work, and posts back what changed. Sensitive actions wait for your approval. Everything is logged. You stop doing the work and start reviewing it.
A Wealthbox AI agent is an AI that connects to your Wealthbox account and completes work in it - it doesn't just answer questions about Wealthbox, it takes the actions. Viktor is that agent: an AI employee that works in Wealthbox on your behalf and delivers the finished result in Slack or Microsoft Teams.
Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Wealthbox actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs.
Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.
One-click OAuth - Viktor never sees your password, and you can revoke access at any time.
Review-first approvals: sensitive Wealthbox actions wait for your sign-off before they run.
Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models.
SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.
Yes. Wealthbox is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Wealthbox from Slack or Microsoft Teams - no workflow builder, no code.
Ask for outcomes that span tools — Viktor pulls from Wealthbox, cross-references the rest of your stack, and delivers one finished result.
Viktor connects to 3,200+ tools and works across them in a single run.
