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

Watch the demo nowStart free solo trial

No portals. No PDFs.

Wealthbox live · Enterprise APIs available

How it works

From request to updated record.

  1. Build the exact form you need

    Create a digital form from scratch using the client information your firm actually needs.

  2. 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.

  3. 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.

  4. 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 integration
Pricing

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.

Most popular

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 plan
Wealthbox self-service

Mid-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 plan
Request the Wealthbox demo link →

For enterprises

For large RIAs, broker-dealers, custodians, wealth platforms, and enterprise organizations.

Custom deployment & volume pricing

Enterprise

  • API access & enterprise integration planning
  • Large-scale data completion
  • Implementation & support
Enterprise APIs

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.

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