lea-wealth-plugins

LEA test plugin — verifies marketplace install flow

Takes inventory of your Box vault — every file across all client and household folders, organized by document type (agreements, tax docs, statements, and more). Generates an HTML report you can open in your browser with one click.

Finds client agreements (CAs, IMAs, IPSs, CEAs) across your Box vault. Coverage report + optional organize to a central folder.

Takes inventory of your SharePoint vault — every file across all client and household folders, organized by document type (agreements, tax docs, statements, and more). Generates an HTML report you can open in your browser with one click.

Finds client agreements (CAs, IMAs, IPSs, CEAs) across your SharePoint vault. Coverage report + optional organize to a central folder.

Takes inventory of your Egnyte vault — every file across all client and household folders, organized by document type (agreements, tax docs, statements, and more). Generates an HTML report you can open in your browser with one click.

Finds client agreements (CAs, IMAs, IPSs, CEAs) across your Egnyte vault. Coverage report + optional organize to a central folder.

Scan your Wealthbox CRM for missing and incomplete contact data. Generates an interactive HTML report showing field completeness scores and contacts that need attention.

Scan your Practifi CRM for missing and incomplete contact data. Generates an interactive report with completeness scores, field coverage, and CSV export.

Pull households from Wealthbox, scan your document vault (Box, SharePoint, or Egnyte) for client agreements, and generate a compliance gap report showing which households are missing required agreements.

Pull households from Practifi (Salesforce), scan your document vault (Box, SharePoint, or Egnyte) for client agreements, and generate a compliance gap report showing which households are missing required agreements.