WealthEngine

Checklist 5

• Quick Start Video
• WealthEngine Onboarding & Training
• Getting Started Checklist
• The Inner Circle
• Major Donor List

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 19

• Nonprofit: Integrations
• How to generate an API key?
• Salesforce Install Guide
• DonorDirect WealthEngine Integration Setup
• Salesforce User Guide

View all 19

Resources 6

• Resources for Getting Started
• Top Questions from New Clients
• Video Library
• Nonprofit: Video Library
• Questions?

View all 6