Wealthie connector
Checked against product: 27 October 2026 · Owner: Wealthie product team
Purpose
The Wealthie connector lets an external AI assistant that supports connectors work with your Wealthie data: look up groups, read the client file and reports, and propose changes such as tasks, notes, scenario edits and document drafts. This guide covers connecting, what the connection can see and how confirmations work.
Wealthie does not publish a list of certified external assistants. Your Wealthie contact can confirm what has been tested with your firm.
Before you start
- An external AI assistant that supports adding connectors, and permission from your firm to use it with client data.
- The Wealthie connector address and setup details from your Wealthie contact.
- Your Wealthie sign-in. The connector acts as you, with your access.
Where to find it
- In your external assistant: its connector or integrations settings → add the Wealthie connector.
- In Wealthie: the consent page Allow [assistant] to access your account? opens during setup.
Which organisations it can see
Unlike the in-app assistant, which works only in your active organisation, the connector can read across every organisation you belong to. Results name the organisation alongside each group so you can tell clients of different firms apart. Changes are made in the organisation that owns the record. Ask the assistant to name the organisation whenever it identifies a client.
Connect
Step 1: Add the connector in your external assistant
Follow your assistant's instructions for adding a connector, using the details from your Wealthie contact.Step 2: Sign in to Wealthie
When prompted, sign in with your own Wealthie account.Step 3: Review the consent page
Wealthie shows which application is asking, the account you are Signed in as and the Requested scopes. Select Approve to connect, or Deny to stop.Step 4: Return to your assistant
The connection is ready. Ask it to find a group to check that it works.
Work with confirmations
Step 1: Reads run straight away
Looking up groups, reports and documents does not need confirmation.Step 2: Changes to existing records are previewed
For changes such as editing one of your scenarios, refreshing it from the client file, restoring a version, starting or stepping a workflow, or sending something to a client, the connector returns a confirmation prompt. The assistant should show it to you word for word and wait for your explicit yes.Step 3: Confirm within 10 minutes
A confirmation is tied to that exact request and expires after 10 minutes. If the request changes or the time runs out, the preview has to be run again.Step 4: Some changes apply immediately
Scenarios the assistant created itself, and document drafts, change without a separate confirmation. Drafts are never visible to the client.
What you should see
- Your external assistant can find your groups and answer questions using Wealthie data.
- Changes to existing records only happen after you confirm the prompt Wealthie returns.
What is saved or sent
- Every connector call is recorded in Wealthie's audit trail.
- Changes you confirm are saved in Wealthie as if you had made them, with the connector recorded as the source.
- Emails or client-facing workflow steps are sent only after your explicit confirmation.
- Your external assistant provider also processes the conversation. Check your firm's policy before using client data with it.
If something goes wrong
- “This authorisation was already used”
- Close the tab and start the connection again from your external assistant.
- “Session expired”
- Sign in to Wealthie again, then retry the connection from your external assistant.
- “Confirmation expired or does not match this request”
- Ask the assistant to run the preview again and confirm the new prompt.
- The assistant is looking at the wrong client
- Ask it to name the organisation and group, and to search again using both.