Wealth.com connector for RevampKey

Connect Wealth.com to RevampKey so the agent can work in it for you.

Sign in with your accountBy Wealth.com9 toolsMac & Windows

How to connect Wealth.com

Open Connectors in RevampKey and search for Wealth.com.
Click Connect and approve access on Wealth.com's own sign-in page.
Come back and ask in plain English. The agent asks before it changes anything.

Tools the agent can use (9)

find_client
get_clients
get_estate_risks
get_estate_snapshot
get_executive_summary
get_extraction_result
get_lookback_report
list_documents
upload_extract_document

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Connect Wealth.com in under a minute

Download RevampKey for Mac or Windows, sign in, and Wealth.com is one click away, along with every other connector in the marketplace.