Never Double-HandleClient CommunicationsAgain
Seamlessly integrate your Gmail or Outlook calendar and email with Wealthie. Automatically sync client meetings, create interaction records, and maintain a complete audit trail—all without manual data entry.
Your inbox, automatically organised by client
Connect your Gmail or Outlook account once and watch Wealthie automatically sync all client emails, match them to the right households, and create complete interaction records—no manual entry required.
Real-Time Email Sync
Emails appear in Wealthie within seconds of arriving in your inbox. Push-based webhooks ensure you never miss an important client message.
Intelligent Client Matching
Automatically matches emails to household records based on sender addresses. When a match is found, an interaction is created instantly with full email content preserved.
Two-Way Synchronisation
Work seamlessly between Gmail/Outlook and Wealthie. Read status and labels sync automatically, keeping both platforms perfectly aligned.
Bank-Level Security
OAuth 2.0 authentication means no passwords stored. All emails encrypted at rest and in transit with AES-256 and TLS 1.3.
Email Inbox
John Smith
john.smith@email.com
Question about KiwiSaver options
Hi Sarah, I was wondering if you could help me understand...
Mary Wilson
m.wilson@business.co.nz
Annual review meeting confirmation
Thanks for scheduling our annual review. Looking forward to...
Sarah Thompson
sarah.t@email.com
Inquiry about financial planning services
Hello, I found your details online and I'm interested in...
Calendar Events
Annual Portfolio Review
Thu, Jan 15 • 2:00 PM - 3:00 PM
KiwiSaver Discussion
Mon, Jan 19 • 10:00 AM - 10:30 AM
Prospect Meeting
Wed, Jan 21 • 3:00 PM - 4:00 PM
Meetings automatically become client records
Connect Google or Outlook calendar and watch as every client meeting is automatically matched to the correct household and logged as an interaction—complete with meeting details, attendees, and context.
Automatic Household Linking
Calendar events are intelligently matched to households based on attendee email addresses. When a match is found, the event is instantly linked and an interaction record is created.
Complete Meeting Context
Every interaction includes the full meeting details: title, description, time, location, attendees, and meeting links—giving you complete context at a glance.
Bi-Directional Sync
Changes in your calendar automatically update in Wealthie. Reschedule a meeting and the interaction record updates instantly—no manual intervention required.
Smart Conflict Detection
When multiple households match an event (like family meetings), Wealthie flags it for your review so you can select the correct household—preventing mis-categorisation.
Never miss a detail from client conversations
Add AI meeting bots to your virtual meetings for automatic transcription, speaker identification, and intelligent note-taking. Every word is captured, searchable, and permanently linked to the client record.
One-Click Bot Activation
Simply click to add a bot to any Zoom, Teams, or Google Meet call. The bot joins automatically at the scheduled time and records the entire conversation.
AI-Powered Transcription
Advanced speech-to-text technology delivers 95%+ accuracy with speaker identification. Transcriptions are ready within minutes of your meeting ending.
Automatic Note Generation
Each transcription is automatically converted into a structured note with discussion points, action items, and key decisions—all linked to the household record.
Searchable Conversation Archive
Full-text search across all meeting transcriptions means you can instantly find when a specific topic was discussed or advice was given—perfect for compliance and review.
Meeting Transcription
Annual Portfolio Review
Smith Family • Thursday, Jan 15, 2026
Duration: 47 minutes
Participants: Sarah Johnson (Adviser), John Smith, Jane Smith
Thanks for joining today. I've reviewed your portfolio performance and I'm pleased with the progress we've made this year.
That's great to hear. We've been wondering about increasing our KiwiSaver contributions. What would you recommend?
Based on your current situation, I recommend increasing to 6% to maximize the employer contribution match...
Discussed portfolio performance and recommended increasing KiwiSaver contributions to 6%. Action item: Send updated contribution form by Jan 20.
AI Processing
From: john.smith@email.com
Subject: Question about retirement planning
✓ Found match: Smith Family
✓ Member email match: John Smith
✓ Type: Email
✓ Linked to: Smith Family
✓ Content preserved
✓ Action items identified
✓ Topics categorised
✓ Record updated automatically
AI agents work while you focus on clients
Advanced AI agents automatically match communications to households, extract key information from conversations, and update client records—eliminating manual data entry and ensuring nothing falls through the cracks.
Smart Email Matching
AI analyses sender addresses, email content, and household records to automatically match emails and calendar events to the correct client—even handling complex family structures.
Automatic Data Extraction
Meeting transcriptions and emails are analysed to extract action items, key decisions, and important dates. Client records are automatically updated with relevant information.
Continuous Learning
The system learns from your corrections and manual adjustments, becoming more accurate over time at matching communications and understanding your practice's unique patterns.
Always In Context
Every email, meeting, and conversation is linked to the household record with full context preserved, giving you instant access to complete client history when you need it most.
Complete audit trail, always compliance-ready
Every client communication, meeting, and interaction is automatically recorded, timestamped, and searchable. Meet FMA requirements with a complete, immutable record of all client advice and conversations.
Automatic Record-Keeping
Every email, meeting, and phone call is automatically logged with timestamps, participants, and full content preserved—eliminating manual compliance documentation.
Instant Search & Retrieval
Full-text search across all communications and meeting transcriptions. Find exactly when specific advice was given or topics were discussed—critical for compliance reviews and disputes.
FMA & Regulatory Standards
Built specifically for New Zealand financial advisers with FMA requirements in mind. Comprehensive interaction records meet all regulatory requirements for client advice documentation.
Bank-Level Security
All communications encrypted at rest (AES-256) and in transit (TLS 1.3). SOC 2 compliant with role-based access controls ensuring only authorized team members can access client data.
Compliance Dashboard
Smith Family
Complete interaction history
Annual Portfolio Review
Meeting • 47 min transcription
KiwiSaver Question
Email • Auto-mapped
Q4 Performance Review
Meeting • 52 min transcription
Annual Fee Structure Update
Email • Auto-mapped
47
100% captured
Yes
Built for FMA
Better Advisers, Better Advice
With complete conversation history at your fingertips, you can provide more personalised, informed advice while maintaining perfect compliance records.
Manual data entry per meeting
Client conversation capture
Access to complete client history
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All-in-one platform for client management, document storage, and task tracking
Seamless integration with our financial modelling tools for a complete solution
Enterprise-grade security to protect your clients' sensitive information
Dedicated support to help you get the most out of the platform
Early access! Join the waitlist to be first in line when we launch. No commitment required.
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