Capabilities
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The Wealthbox integration is used to quickly Import Contacts and then Start a Plan Request using the contact's information to streamline the and pre-fill parts of the .
Import Options
- Send contacts to White Swan directly from your Wealthbox dashboard.
- From within your White Swan dashboard, you can search your contacts in Wealthbox and import them into White Swan.
Start a Plan Request
- Start a plan request for a contact imported from Wealthbox. The request and application will be pre-filled with any relevant information you already posses in Wealthbox.