Firm-wide CRM Data Completion
Identify missing information across client records and systematically close the gaps.
Client data completion for wealth management
Collect the client data you need. Without PDFs, portals, or back-and-forth.
Create the exact digital forms you need and send them by text or email. Collect new information, confirm what you already have, and keep your CRM complete so everything downstream works better.
Client Data Completeness
Sample data72%Complete
- Beneficiary Information8,214 records missing
- Trusted Contact5,601 records missing
- Employment Information2,973 records missing
Illustrative dashboard · no live client records
How it works
Create the form. Send the link. Collect the data.
Build the exact form you need
Create a digital form from scratch using the client information your firm actually needs.
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.
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.
Put complete data to work
Return completed information to the CRM for the workflows, integrations, and downstream systems that depend on it.
Build your forms library once. Use it everywhere.
Create reusable forms for onboarding, servicing, reviews, compliance, custodial processes, or anything else you need to collect. Build around the fields a downstream process requires, complete the CRM, and let your existing integrations take it from there. Collect the data once. Put it to work everywhere.
Use cases
Where complete data makes a difference.
Client Onboarding & Forms Libraries
Build reusable forms around the information required for client onboarding, custodial processes, servicing, and other downstream workflows. Collect or confirm the data once and keep it available in the CRM for whatever happens next.
KYC, Suitability & Compliance Refreshes
Request specific information from targeted client populations without forcing them through another portal.
AI & Data Readiness
Improve the completeness of structured client data before downstream systems, analytics, and AI depend on it.
Advisor & Operational Workflows
Trigger targeted data requests from the applications and workflows employees already use.
Client Data X-Ray
See where your client database is incomplete. Choose the fields that matter, pinpoint records with missing information, and close the gaps with an existing form, a new request, or a direct CRM update.
Industry footprint
In the wealth management ecosystem.
Discover WealthSnap on the Kitces AdvisorTech Map and use it today through its live Wealthbox integration.
Industry map
On the Kitces AdvisorTech Map
WealthSnap is listed in the Client Data Gathering section. You might need a magnifying glass—it’s a big map—but you’ll find us there.
Find us on the map
Live integration
Wealthbox + WealthSnap
Collect and confirm client information through secure forms, then return updates to Wealthbox.
Explore the integrationAI & Integrations
Ask Claude to send your forms.
Connect Claude to WealthSnap through the Model Context Protocol (MCP). Find a client, choose an existing form, and review the delivery details before confirming the send—all from your conversation.
Included with all plans.
Use an AI account approved by your firm.
Focused tools. Clear boundaries.
The current MCP tools support contact search, existing templates, and guided form sending. They do not provide arbitrary CRM commands or retrieve completed form answers.
Designed around your existing workflow
You authorize the connection and confirm each send. Clients complete forms in their browser, and mapped answers go to Wealthbox. Limited contact information, template details, and delivery context can reach your AI provider.
Request architecture and security documentationSubmit a request using the form below. No account required.
Pricing
Start with WealthSnap today.
For advisors & RIAs
Self-service WealthSnap plans. Native Wealthbox integration available today.
Independent
$25
per month · 1 userSmall Team
$99
per month · up to 5 usersMid-Size Firm
$249
per month · up to 15 usersFor enterprises
For large RIAs, broker-dealers, custodians, wealth platforms, and enterprise organizations.
Enterprise
- API access & enterprise integration planning
- Large-scale data completion
- Implementation & support
Interoperability and Security
Enterprise Grade Integration Capabilities & Security Infrastructure
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.
Enterprise integrations are scoped to your environment. Wealthbox is available as a native self-service integration.
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
Your designated system remains the system of record.
Request architecture and security documentation
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.
Why WealthSnap
Built from 20+ years in wealth management.
WealthSnap combines modern data-completion technology with more than two decades of experience inside wealth management. That domain expertise shapes how we think about client data, advisor workflows, systems of record, onboarding, operations, and the last mile between an enterprise and the people behind its data.
Common questions
Frequently Asked Questions
What systems can WealthSnap connect to?
Wealthbox is available as a native self-service integration; other enterprise applications and workflows can use WealthSnap APIs. WealthSnap is designed to work with the systems where client data already lives. Specific enterprise connections are scoped to your 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.
Have questions? Talk to WealthSnap.
Request architecture and security documentation, ask about enterprise integrations, or tell us about your workflow.
For large RIAs, broker-dealers, custodians, wealth platforms, and enterprise organizations, WealthSnap can be integrated into the systems and workflows your teams already use.
Thanks.
We'll follow up about your request. Documentation requests are reviewed before documents are shared.