WealthEngine

Your Account 3

• My Account
• Usage Limits
• Manage Account

Setting Up Your Users 3

• Adding Users How-To
• Customizing Users
• Updating-Replacing email address

Templates 2

• Inner Circle Template
• Nonprofit: Major Donor Template

Integrations 22

• Nonprofit: Integrations
• How to generate an API key?
• Salesforce Install Guide
• DonorDirect Set up guide
• Salesforce User Guide

View all 22

Resources 4

• Nonprofit: Top Questions from New Clients
• Commercial: Top Questions from New Clients
• Commercial: Video Library
• WealthEngine Terms of Use