What data from Catchlight and Wealthbox will be available to view in each platform?
What data will I see in Catchlight from Wealthbox?
Once you’ve successfully connected Wealthbox to Catchlight, you'll see imported individuals from Wealthbox on your Catchlight dashboard with their associated, enriched Catchlight Profile and custom tags.
What data will I see in Wealthbox from Catchlight?
Matching contacts in Wealthbox will receive enriched Catchlight data. Pertinent Catchlight data will be added as a “Contact Note” in Wealthbox, including:
- Age Range
- Catchlight Profile
- Catchlight Score
- Custom tags
- Estimated Household Income
- Estimated Household Investable Assets
- Financial Interests
- A link back to the full profile in Catchlight