What’s New in WealthSnap

Review recent features, improvements, and system updates.

Manage Household Members Through Your Forms

October 16, 2026

Clients can now add household members and review selected existing members directly from their WealthSnap form.

Enable Household members when sharing a form to let clients add their spouse, children, or other household members. Use Include existing household members to select which members the recipient can review and update. Clients without a household can enter a household name to create one. Submitted changes are saved to Wealthbox, while blank optional answers preserve existing details. Your selections are retained whether you use Send URL or Copy Link.

Add and Update Professional Contacts

October 16, 2026

Clients can now add professional contacts, update selected existing contacts, and change their professional relationships from their WealthSnap form.

Enable Professional contacts when sharing a form to collect details for attorneys, CPAs, doctors, trusted contacts, and other supported professional relationships. Use Include existing professional contacts to choose which linked contacts the recipient can review and update. Existing contacts display their current relationship in a dropdown, allowing clients to move them to another available relationship without replacing other assigned professionals. Submitted changes are saved to Wealthbox. Your selections are retained whether you use Send URL or Copy Link.

Email and SMS Login Codes Now Expire After 10 Minutes

October 13, 2026

Login codes sent by email and SMS are valid for 10 minutes.

The access code page and delivery messages explain the expiration period. Expired codes prompt users to request a new code. Successfully used codes cannot be reused, and requesting a new code replaces the previous code.

Existing-Contact Form Links Expire After Successful Submission

October 13, 2026

Existing-contact form links expire after Wealthbox confirms a successful submission.

Once the recipient submits the form and Wealthbox confirms the update succeeded, the link can no longer be reused. General intake forms for people who are not yet in your CRM are not affected.

Request Access to Resubmit an Expired Form

October 13, 2026

Recipients can request a fresh link when an existing-contact form has expired.

Expired forms display a Request access to resubmit button. Selecting it emails the form owner with the contact name. The owner must resend the form to provide a fresh link; the original link remains expired.

Set Existing-Contact Form Links to Expire After 1-7 Days

October 13, 2026

Set a time limit for new existing-contact form links in the template settings.

Choose No time limit or an expiration period of 1 through 7 days. The period starts when the link is created in WealthSnap and applies only to newly created existing-contact links. These links also expire after a successful submission confirmed by Wealthbox. General intake forms are not affected.

Updated AI Usage and Security Guidance

October 13, 2026

Updated documentation explains precautions for using WealthSnap with external AI tools.

The guide clarifies handling of sensitive client information, warns against entering passwords or access tokens into chats, and emphasizes using an AI environment approved by your firm. It also explains that training and retention policies depend on the provider, account type, terms, and settings.

Request Security Documentation Through WealthSnap

October 13, 2026

Submit security documentation requests through a dedicated web form.

The security documentation link now opens a validated request form instead of an email link. Requests are routed to support for review and follow-up.

Quick Access to How-To Videos and MCP Documentation

October 12, 2026

Find video tutorials and MCP documentation directly from the Support page.

Logged-in users can access How To Videos and MCP Documentation through dedicated resource boxes. The boxes appear side by side on desktop and stack on smaller screens.

New MCP Setup and Connection Guide

October 12, 2026

Access a dedicated guide for connecting WealthSnap to supported AI tools through MCP.

The MCP documentation page includes setup instructions, connection options, a Copy URL action, and guidance for disconnecting access. A topic sidebar makes the guide easier to navigate, with a stacked layout on mobile.

Simplified Template Field Controls

October 12, 2026

Manage template fields using a single Field action dropdown.

Choose Not Included, Editable (not mandatory), Editable (mandatory), or Read Only for standard and custom fields. Updated labels and help text make each option easier to understand.

Choose CRM or Recipient-Provided Starting Values

October 12, 2026

Choose whether a field starts with existing CRM data or remains blank for the recipient.

The Starting value dropdown offers CRM Defined and Recipient Defined options. Existing templates continue to use CRM values by default. Read-only fields retain their existing values, and leaving an optional field blank preserves the current Wealthbox value.

Connect Your AI Assistant to WealthSnap

October 6, 2026

Use WealthSnap MCP to find contacts and send form templates from a compatible AI assistant.

WealthSnap now supports the Model Context Protocol (MCP), allowing compatible AI agents and interfaces, such as ChatGPT, Claude, and Gemini where MCP connections are supported, to work with WealthSnap. Once connected, ask your assistant to find a contact and send a WealthSnap form template without leaving the conversation. Your assistant will guide you through selecting the recipient and template, then ask you to confirm before sending. Availability depends on your AI platform and its MCP connection settings.

A setup video will be available by October 7 to walk you through connecting WealthSnap to Claude, Gemini, and ChatGPT.

Send a Form with Chat

October 4, 2026

You can now send a form by email or SMS using the guided chat in your workspace.

Under "What would you like to do?", enter a contact name or email address. The chatbot will guide you through choosing a contact, selecting a form template, and sending it by email or SMS. Review the details and confirm before anything is sent. Prefer the familiar process? Use "Send a form the old way" beside the chat.

Personalized Emails When Sharing Forms

September 29, 2026

When you share a form by email, your name now appears as the sender and replies go directly to you.

Emails sent when sharing forms now show your name followed by "via Wealthsnap." Replies go directly to your account email address. The sending address remains on wealthsnap.io to meet email authentication standards and help protect against spam and spoofing.

Send Client Forms by Text

September 29, 2026

Give your clients another way to complete their forms. You can now send them a text.

You can now send form links by text to new and existing clients as an alternative to email. Think about your own habits: a text can be easier to notice and respond to than an email. Give your clients that same convenience. When supervisor notifications are enabled, form responses can still be sent to your supervisor for review.

Send Templates Directly from Data Gaps

September 18, 2026

Paid users can now send a template to an individual contact directly from the Data Gaps Report.

From the Data Gaps Report, open the Actions dropdown beside a contact and select Send Template. Choose a template, add an optional message, and click Send Template to add the email to the queue. Confirmation appears without reloading the report, keeping your search and current page in place. This feature sends to one contact at a time and is not available for Data-only accounts.

Customize Your Forms with Formatted Text

September 16, 2026

Add formatted text to your forms and drag it into position alongside section headings and fields.

You now have more flexibility when customizing your template forms.

  • Add Text: Include instructions, explanations, or other text anywhere in your form.
  • Rich text editing: Format text with headings, bold, italics, lists, links, images, and font colors.
  • Drag to reorder: Move text blocks and section headings between form fields.
  • Preview improvements: Preview Form now displays section headings and formatted text in your chosen order, including unsaved changes.

Open a template, click Add Text, enter your content, and drag it into position. Click Preview Form to review your changes, then Save Template.

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.