Wealthbox Launches Vault With Undeletable Files, Compliance Role
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PROVIDENCE – October 28, 2026 -- Wealthbox launched Wealthbox Vault, an add-on that gives advisory firms unlimited file storage, full-content search, retained file versions and a Compliance Monitor role with a complete audit log of file activity. Separately, Wealthbox AI can now read documents stored in the CRM on every Wealthbox plan.
Vault blocks file deletion, including by firm administrators
Files stored in Vault cannot be deleted by any user. Archiving removes a file from active view but preserves the record. When a new version is uploaded, every previous version is retained.
Firms can export all Vault files, or a filtered set, at any time as a .zip that preserves folder structure and includes a CSV manifest.