Client Onboarding
Skip the portal login. Send one link, and your new client's info flows straight into Wealthbox — so the first conversation is about them, not paperwork.
Built exclusively for wealth management
Stop chasing
client data.
Start using it.
WealthSnap gives wealth advisors branded intake forms that flow directly into your CRM — in under 60 seconds. Clean data, zero manual entry, starting at $25/month.
60secFrom signup to live form
$25Per month to start
20+Years in wealth management
0Data stored by WealthSnap
Why WealthSnap
Less Compute.
More Connection.
No portals. No logins. Just send a link — and get back to the people who matter. Nothing is stored on our end — it goes straight to Wealthbox.
Client Profile Validation
A quick link beats another "please log in to update your info" email. Keep Wealthbox current without pulling clients onto another screen.
Event & Workshop Sign-Ups
Meet people where they are — at the event, not behind a login. One link captures attendee info and syncs to Wealthbox, so you can stay present in the room.
Planning Review Questionnaires
Send one pointed link before the meeting. Clients answer in minutes, you walk in prepared — and the review stays a conversation, not a data-entry session.
How It Works
From zero to
live form in three steps.
01
Connect Your CRM
Authenticate with Wealthbox in one click. Your contacts and fields populate automatically.
02
Build Your Branded Form
Select the fields you need - system fields, custom fields, or a hybrid form - a blend of both. Done.
03
Send, Collect, Done
Share via link or embed on your website. Responses flow directly into your CRM as structured, validated data.
✦ Bonus: Bulk CRM Actions
Write bulk notes, create bulk tasks, and send forms to your entire book at once — for compliance, data gaps, or AI prep.
Data routes directly to Wealthbox — never stored by WealthSnap
“Your AI tools are only as good as your data.”
AI Readiness
AI note-taking tools are useful. But they're making educated guesses. WealthSnap ensures the data underneath those guesses is structured, client-validated, and ready for real analysis.
Fill compliance gaps now. Prep your book for AI-driven insights. When everyone else is catching up, you'll already be there.
- ✦ Client-validated data, not transcription guesses
- ✦ Structured fields your AI tools can actually parse
- ✦ Gap identification across your entire book at once
- ✦ Bulk form sending for firm-wide data updates
- ✦ The reliable foundation every future tool will depend on
Pricing
Simple pricing.
No contracts. No surprises.
Solo
Independent
For solo advisors ready to stop managing data manually.
$25
per month · 1 userStart Free TrialMost Popular
Small Team
Shared pricing for small firms. No per-seat complexity.
$99
per month · up to 5 usersStart Free TrialMid-Size
Mid-Size Firm
Full-team access without per-user pricing headaches.
$249
per month · up to 15 usersStart Free TrialEnterprise
Partnership
Custom SOW pricing for RIAs, broker-dealers, custodians, and integration partners.
Custom
tailored to your firmContact UsCommon Questions
Everything you need
to know before you start.
Wealthbox is our primary integration and takes one-click authentication.
Yes. After connecting, assemble any combination of custom and system fields into a web form to share with clients and prospects.
Absolutely. Create a form and publish it anywhere — including your website. New contacts are created directly in your CRM. No additional tools required.
That's one of our most common use cases. Identify gaps across your book, send targeted forms in bulk, and prep your data for AI analysis — all in one workflow.
Yes. No contracts, no lock-in. Switch plans monthly or annually, upgrade on the spot if you exceed your user limit, or cancel anytime.
WealthSnap is built by WealthPods LLC, a Pennsylvania company with over two decades of experience building CRM-centric solutions for the wealth management industry.
Your next client form
is 60 seconds away.
No credit card. No contract. Just cleaner data and a practice that runs like it should.
No credit card required · Cancel anytime · Setup in under 60 seconds