How to sync client data to WealthCounsel?

Eternal Pro integrates directly with WealthCounsel

  • Automatically find and sync (or create) Contacts and Matters
  • Import from WealthCounsel to send intake forms to existing clients
  • Import from WealthCounsel to create new digital estates for clients
  • The process can be fully automated, or manual

Exporting Client Data To WealthCounsel

First, ensure you've Connected to WealthCounsel:

  1. Login to your Eternal Dashboard as a Super Admin user
  2. Hover on  Integrations  in the left nav menu, then click WealthCounsel
  3. Click the  Connect to WealthCounsel  button
  4. Login to WealthCounsel and click  Grant Access 
  5. You will be returned to the Eternal Dashboard
  6. The integration Status will now say Connected ✅

Next, back in your Client Dashboard Home:

  1. Find the Client you want to export, and click the Exporticon 
  2. This will open the Export window. Click the WealthCounsel square.
  3. Select what documents to send (Questionnaire, Inventory, or Both)
  4. Select at least one file format for the documents
  5. Click  Export 
  6. This will export the selected Documents and sync all Contacts

 

  • wealthcounsel, pro, integrations
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