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.
Purpose-built for wealth management. Not adapted from a generic form tool.
Connect Wealthbox, publish a branded form, and share it with a client — all before your next meeting.
Clients complete forms on their own time, on any screen. No portals, no friction, no follow-up emails.
Everything flows straight to your CRM. We never hold your clients' data — not even temporarily.
Structured, client-validated data means your AI tools work on facts — not guesses from meeting notes.
Authenticate with Wealthbox (or Redtail, Salesforce) in one click. Your contacts and fields populate automatically.
Drag in the fields you need — system fields, custom fields, or a blend of both. Add your logo. Done.
Share via link or embed on your website. Responses flow directly into your CRM as structured, validated data.
Write bulk notes, create bulk tasks, and send forms to your entire book at once — for compliance, data gaps, or AI prep.
“Your AI tools are only as good as your data.”
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.
Wealthbox is our primary integration and takes one-click authentication. We also support Redtail and Salesforce — just email support@wealthsnap.io to configure.
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.
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