Frequently Asked Questions
What systems can WealthSnap™ connect to?
WealthSnap™ is a companion application for Wealthbox, its live native integration. Enterprise API integrations are scoped to each client’s environment.
Does WealthSnap™ replace our CRM or system of record?
No. WealthSnap™ is designed to complete missing information and return structured data to the systems your organization designates.
Do clients need another portal or account?
No. WealthSnap™ can request information through simple web experiences delivered by link, email, or text without requiring clients to create another account or log into another portal.
Can WealthSnap™ be invoked from another application or AI assistant?
Yes. WealthSnap™ APIs allow enterprise applications and conversational interfaces to initiate data-completion workflows without requiring the user to start inside WealthSnap™. The current Send Template API matches a client by email, lets the user select an available template, and queues an email after explicit confirmation.
Do I need a Wealthbox account?
Yes, for the native self-service integration. Enterprise organizations can discuss API-based workflows and integration requirements with WealthSnap™.
Can I mix custom and system CRM fields?
Yes. The Wealthbox integration supports requests containing both custom and system fields.
Can I change plans or cancel anytime?
Yes, for self-service Wealthbox plans. Change plans or cancel anytime. Enterprise deployment and commercial terms are scoped separately.