Built around
your systems.
Bring client data collection into your firm's applications, CRM workflows, or internal assistants through WealthSnap™ APIs. Request missing information, let clients complete a form, and return structured data to your designated system of record.
Close gaps in structured client data to support your firm’s downstream workflows, analytics, and AI tools.
Wealthbox is the live native integration. We scope enterprise API integrations to each client’s environment.
Authorized access
OAuth-connected systems, including Wealthbox, grant access through their own sign-in and permissions, without sharing connected-system passwords with WealthSnap™.
Confirmation before sending
API-initiated template requests require user confirmation before an email is queued for delivery.
Clear data boundaries
WealthSnap™ does not store or retain your client PII or client data. Your designated system remains the system of record.
Review data flows, retention, our approach to MCP, vendor security information, and appropriate insurance evidence. Requests are reviewed before documents are shared. You can also Request by email. Please do not include sensitive client information.