wealthbox

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massive-value / wealthbox-cli

Command-line interface and Python client library for the Wealthbox CRM API. Manage contacts, tasks, events, notes, and households from your terminal. Built for financial advisors, RIA firms, and developers.

python cli crm api-client fintech command-line-tool wealth-management financial-advisor wealthbox wealthbox-crm

Updated Aug 21, 2026
Python

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