Viewing articles tagged 'wealthcounsel'

How to send intake invites to existing contacts in WealthCounsel?

Eternal Pro integrates directly with WealthCounsel To import clients data from WealthCounsel (sending them an intake link): Login to your Eternal Dashboard as a Super Admin user Hover on...

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...