Wealthbox vs document collection for advisors

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Can Wealthbox collect KYC documents from clients?

Wealthbox offers CRM document storage and client-facing features, but it is not purpose-built for checklist-driven intake with missing-item tracking and per-line approve/reject.

Do I have to choose between Hivi-X and Wealthbox?

No. Use Wealthbox for CRM and Hivi-X for household document intake. Export organized packages from Hivi-X into Wealthbox.

Does Hivi-X sync with Wealthbox automatically?

No API sync in v1. Export PDF packages for manual upload.

More Financial Planning guides

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• Canadian-hosted document collection for advisorsPIPEDA-aligned posture for Ontario advisor client files — Canadian servers, AES-256-GCM at rest, TLS, self-hosted AI.
• Secure client portal for advisor document uploadsHow Ontario advisors collect KYC and planning documents through the encrypted my-id.ca client portal instead of email.
• Principal advisor client file oversightHow managing advisors review associate intake quality before planning and exams — standardized checklists and exportable packages.