WealthEngine

How are Profiles Made? 2

• How are profiles made?
• Where to locate stock data within a profile

Working With Profiles 7

• Profile Structure
• Reading a Profile Best Practices
• Connections
• Diving Deep into a Profile
• Editing Profiles

View all 7

Ratings and Scores 5

• Ratings and Scores Overview
• Gift Capacity: Formula Details
• How to Customize Gift Capacity
• The WealthScore
• P2G (Propensity to give)

Data Vendors 1

• Understanding Data Vendor Types: Recurring vs Static Vendors