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 and pre-fill parts of the application.

Import Options

  • Import Contact from Wealthbox - Send contacts to White Swan directly from your Wealthbox dashboard.

  • Search Contacts - 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 - 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.

Last updated