Independent
$25
per month · 1 user
Client information, simplified.
Less chasing.
More advising.
Send simple forms by text or email. Collect or confirm client information and return it to the systems your firm uses.
Built from 20+ years in wealth management
No portals. No PDFs.
How it works
From request to updated record.
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Build the exact form you need
Create a digital form from scratch using the client information your firm actually needs.
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Send it to anyone
Send the form by text or email to a prospect, new client, or existing client. No portal or account is required.
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Collect or confirm the information
Pre-fill CRM data for an existing client to edit or confirm, or collect what you need to create a new CRM record.
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Put complete data to work
Return completed information to the CRM for the workflows, integrations, and downstream systems that depend on it.
Household updates
Create a form. Send a Snap.
Your client gets a link by text or email, confirms their details, and the updates go back to Wealthbox.
Household intake form
Sample household
- Primary household member
- Alex Morgan
- Additional household member
- Jamie Morgan · Spouse
- Professional contact
- Taylor Chen · Accountant
Wealthbox integration
Keep client records current in Wealthbox.
WealthSnap™ is a companion application for Wealthbox, our live native integration. Enterprise APIs are scoped to your firm’s environment.
With every plan, you can send a form from Claude using MCP after reviewing the recipient and template.
Explore the Wealthbox integrationPricing
Start with WealthSnap™ today.
For advisors & RIAs
Self-service WealthSnap™ plans. For firms using Wealthbox. The free trial includes all Independent plan features for one advisor. Paid team plans add admin controls and advisor-specific forms for firms with multiple advisors.
Small Team
$99
per month · up to 5 users
Explore the Small Team plan
The free trial is for one advisor. Choose a paid team plan for admin controls and advisor-specific forms.
Register for a paid planMid-Size Firm
$249
per month · up to 15 users
Explore the Mid-Size Firm plan
The free trial is for one advisor. Choose a paid team plan for admin controls and advisor-specific forms.
Register for a paid planFor enterprises
For large RIAs, broker-dealers, custodians, wealth platforms, and enterprise organizations.
Enterprise
- API access & enterprise integration planning
- Large-scale data completion
- Implementation & support
Have questions? Talk to WealthSnap™.
Request architecture and security documentation, ask about enterprise integrations, or tell us about your workflow.
For enterprise teams, we scope API integrations to your firm’s systems and workflows. Contact us for custom deployment and volume pricing.
Thanks.
We'll follow up about your request. Documentation requests are reviewed before documents are shared.