You may use the Wealthbox App to easily share client details to your iOS contact list or send to a colleague to help stay connected.

1. Share a Contact to Your iOS Device

   • Open the desired Contact in Wealthbox.
   • Click the "Share" button.
   • Select "Contacts" from the menu.
   • The contact information will be saved to your Apple Contacts list.
     
     
     
     
     
2.  Share a Contact with a Colleague

• • Open the Contact in Wealthbox.
  • Click the "Share" button and choose "Messages".
  • Select the recipient.
  • The contact information will be sent via message, and your colleague can save it to their Contacts list.