Viewing articles tagged 'wealthcounsel'

How to send intake invites to existing contacts in WealthCounsel?

Eternal Pro integrates directly with WealthCounsel Eternal Pro is an authorized WealthCounsel partner. To send an Eternal Pro intake link to an existing WealthCounsel contact: Login to your...

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...