Get started with Wealthbox + WealthSnap

WealthSnap helps advisory firms collect accurate CRM data from clients and prospects without back-and-forth emails or manual entry. Advisors can request specific information using a simple link sent by text or email. With the WealthSnap integration, clients and prospects complete requested Wealthbox fields directly through secure forms, and updates are transmitted back into Wealthbox in real-time. Advisors can use both system and custom fields to build surveys, validate existing data, and request updates, keeping CRM records accurate, current, and ready for workflows and reporting.

Use both system and custom fields to build surveys, validate existing data, and request updates.