What’s New in WealthSnap

Review recent features, improvements, and system updates.

New: Filter Contacts by Assigned Employee

September 9, 2026

Filter CRM Contacts and Data Gaps reports by the Wealthbox employee assigned to each contact.

The new Assigned To dropdown lets you select a Wealthbox employee and combine that selection with Contact Type and Tag filters. In CRM Contacts, you can save the selection as your default search. Data Gaps scans retain the selected employee, and reports display their name under Filters Applied.

Data Gaps Now Available to All Accounts

September 9, 2026

All accounts now have access to Data Gaps, including accounts whose trial has ended, helping you prepare for cleaner, more complete data.

We have expanded access to Data Gaps across all accounts as part of our ongoing effort to help clients improve data quality. You can access Data Gaps during your trial and after your trial has ended, so you can continue reviewing missing information and identifying areas that need attention. Addressing these gaps helps build a more complete picture of your data and a stronger foundation for reporting. This update is another step in preparing every client for clean, reliable data.

Data Gaps

September 2, 2026

Scan your Wealthbox CRM to identify contacts with missing data points.

The new Data Gaps tool lets you select the Wealthbox fields you want to review and scan your CRM for contacts that are missing one or more of those data points. You can filter the scan by contact type and tag, review the number of contacts analyzed and needing attention, and open past reports to revisit previous results.

Template Section Headings

September 2, 2026

Organize form templates with custom section headings and descriptions.

You can now add section headings and descriptions to form templates to better organize questions into logical sections and make forms easier for clients to complete.

Custom Email Messages

September 2, 2026

Create a custom email message for each form template.

You can now customize the email message sent to clients when sharing a form. Custom email messages can be configured within the Email Template settings for each form template.

New CRM Contact Filters

August 29, 2026

CRM contacts can now be filtered by Contact Type and Wealthbox Tags.

We added new filtering options to the CRM Contacts page to make it easier to find and work with specific groups of contacts. You can now filter your contact list by Contact Type, such as Client, Prospect, or Vendor, and by Wealthbox Tag. You can also save your selected filters as your default contact search so they are automatically applied when you return to the CRM Contacts page.

Email Notification Content Options

August 27, 2026

New template settings give you more control over the information included in form submission email notifications.

You can now choose the content included in email notifications when a WealthSnap form is submitted. Select "Contact name and Wealthbox link only" to receive a streamlined notification with a link to view the contact securely in Wealthbox, or select "Include contact profile" to include the contact's profile from Wealthbox directly in the notification email. The Wealthbox link option is recommended for forms that may contain sensitive information.

Copy Existing Templates

August 26, 2026

You can now quickly create a new template by copying an existing template.

A new Copy Template option has been added to the template manager. When copying a template, WealthSnap creates a new template with the existing field selections, field order, custom labels and hints, form layout, workflow settings, advisor assignment, and other template configuration. The copied template can then be renamed and modified without affecting the original.

Improved Template Editing

August 22, 2026

Template Save and Preview actions now remain accessible while scrolling through long field lists.

The template editor has been improved to make working with larger forms faster and easier. The Save Template and Preview Form buttons now remain visible at the bottom of the screen while scrolling through template fields, reducing unnecessary scrolling and making it easier to save or preview changes at any time.

Custom Form Labels & Field Hints

August 20, 2026

Customize how Wealthbox fields are presented to clients on your forms.

You can now customize the display label for Wealthbox system and custom fields without changing the underlying Wealthbox field. You can also add optional field hints to provide clients with additional instructions or context when completing a form. For example, a Phone Numbers field can be displayed as Primary Phone Number with a hint such as: Please provide the best number for us to reach you.

Login & Access Code Improvements

August 7, 2026

We’ve made several improvements to the login and access code process to provide a smoother and more reliable experience.

  • Access Code Retries: If an invalid access code is entered, you can now retry up to 3 times before being redirected to request a new code. This helps when a valid code was simply entered incorrectly.
  • Team Account Login: Resolved an issue that could cause some team members to encounter an invalid session when accessing WealthSnap. Team account authentication is now refreshed more reliably.

Template Builder Organization Improvements

August 3, 2026

Unordered fields now automatically appear at the top of the template builder, making new fields much easier to locate and organize.

  • Smarter Field Organization - System and custom fields without an assigned display order now automatically move to the top of the list.
  • Less Scrolling - Newly added fields are immediately visible, eliminating the need to drag them from the bottom of long templates.
  • Faster Template Setup - Quickly organize new fields using drag-and-drop before saving your preferred display order.
  • No Impact on Existing Templates - Previously ordered fields retain their saved positions, while only unordered fields are prioritized for easier management.

Template Builder Enhancements

July 27, 2026

A redesigned Template Builder with drag-and-drop field ordering and one-click form sharing.

  • Completely redesigned the Template Builder to provide a cleaner, more intuitive management experience.
  • System Fields and Custom Fields are now displayed in a full-width layout, making templates easier to review and maintain.
  • Added drag-and-drop field reordering, allowing you to visually organize your forms without manually updating display order values.
  • Field display order is automatically updated and saved as you rearrange fields.
  • Added a convenient Copy Link action that instantly copies a form's shareable URL to your clipboard for easy distribution to clients, advisors, or team members.

Improved Form Experience & Wealthbox Workflows

July 22, 2026

New Wealthbox field support, workflow triggers, and improved error recovery.

We’ve released several enhancements to improve your WealthSnap experience:

  • Additional Wealthbox Field Support
    Added support for additional Wealthbox contact fields including Attorney, CPA, Doctor, Insurance, Assistant, Business Manager, Family Officer, Trusted Contact, Occupation Name, Occupation Start Date, Driver's License Number, Driver's License State, Driver's License Issued Date, Driver's License Expiration Date, Street Addresses, and Other.
  • Automatic Wealthbox Workflows
    Forms can now automatically start a selected Wealthbox workflow after a form is successfully submitted.
  • Improved Error Recovery
    If a form submission encounters an error while sending data to Wealthbox, users are returned to the form with all previously entered information and selections preserved, eliminating the need to complete the form again.

Template Builder Enhancements

July 17, 2026

The WealthSnap Template Builder now provides greater flexibility when designing client intake forms.

  • Display Order
    Control the order in which questions appear by assigning a display order to each template field.
  • New Form Layout Options
    Choose between a traditional single-page form or a modern progress-bar experience that presents one question at a time.
  • CC Email Notifications
    Send a copy of completed form submissions to one or more additional email addresses for improved team visibility.