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.
Database-wide visibility
X-ray your client database.
See what's missing across your client records, then create targeted requests to close the gaps.
Choose the fields you care about, see which records are missing them, then send an existing form, create a new one, or update the CRM directly.
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
Embedded + API-ready
Bring WealthSnap into the workflows your teams already use.
WealthSnap doesn't have to start inside WealthSnap. Enterprise applications, CRM workflows, internal tools, and conversational interfaces can invoke WealthSnap when missing client data needs to be collected or validated.
Available through WealthSnap APIs. Wealthbox is the native self-service integration. Other enterprise connections are scoped to your environment.
Your team's assistant
Sample interaction- User
Send a request to jane.smith@example.com.
- Assistant
Which template? 1. Beneficiary Information
- User
1.
- Assistant
Ready to email Jane Smith the Beneficiary Information request. Add a message, or reply “send it” to confirm without one.
- User
Send it.
- Assistant
Queued for email delivery.
Sample data · example using an available request template
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.
Enterprise Data Quality
Turn incomplete records into validated, structured data that can immediately support downstream workflows.
AI readiness
AI needs complete data before it needs another model.
Enterprise AI can reason over the information it has. WealthSnap helps resolve what it doesn't have by closing gaps in the structured client data those systems depend on.
Security
Built for enterprise data workflows.
The customer's designated system remains the system of record.
Secure OAuth authentication
WealthSnap uses OAuth to authenticate access to OAuth-connected systems, including Wealthbox.
Access is authorized using the permissions granted by the connected system. Users sign in with that system directly, without sharing their connected-system password with WealthSnap.
Data privacy by design
WealthSnap does not store or retain any of your clients' PII or data.
Client information is securely processed only as needed to complete the requested workflow and is returned directly to the designated system of record. WealthSnap does not become another repository, database, or destination for your client data.
Explicit send confirmation
API-initiated template requests require user confirmation before an email is queued for delivery.
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
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
What you need to know.
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 a different workflow in mind?
Tell us what you're trying to accomplish.
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 reach out to learn more about your workflow and show you how WealthSnap can fit into it.