> For the complete documentation index, see [llms.txt](https://docs.whiteswan.io/partner-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities.md).

# Capabilities

The Wealthbox integration is used to quickly **Import Contacts** and then **Start a Plan Request** using the contact's information to streamline the [plan request experience](/partner-knowledge-base/platform-overview/client-experience/personal-plan-requests.md) and pre-fill parts of the [application](/partner-knowledge-base/platform-overview/client-experience/applications.md).

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**Import Options**

* [Import Contact from Wealthbox](/partner-knowledge-base/wealthbox-integration/capabilities/import-contact-from-wealthbox.md) - Send contacts to White Swan directly from your Wealthbox dashboard.
* [Search Contacts](/partner-knowledge-base/wealthbox-integration/capabilities/search-wealthbox-contacts-in-white-swan.md) - From within your White Swan dashboard, you can search your contacts in Wealthbox and import them into White Swan. 

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**Start a Plan Request**

[Start a Plan Request](/partner-knowledge-base/wealthbox-integration/capabilities/start-a-plan-request.md) - 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.


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