There have been a lot of changes to the WealthEngine Platform in the new WE9 release! Many of these updates are designed to improve navigation, as well as make it easier to move between the different tools and integrate their insights into your work. While you won’t generally be losing functionality, some things may be in different places and the more substantive updates may even impact how you read profiles and analyze the results of your screenings.

Now, we know that these sorts of transitions can be confusing – and we don’t want that! While the data scientists and product engineers at WealthEngine have been working to improve the Platform, our other teams have been completely rebuilding our Knowledge Base and adding brand-new resources. These guides and videos are dedicated to illuminating exactly what has and hasn’t changed in WE9, as well as its implications when it comes to your work.

This article will cover:

  • The Knowledge Base.
  •  WE9 Documents and Guides
  •  WE9 Video Library
  • Ask for help!

Knowledge Base

This contains just about any resource we have available for you! Whenever you have a question or want to learn more about a topic, take a look – usually you can find the answers you’re looking for.

While the entire contents of the Knowledge Base have been redone to reflect the changes in the new Platform, you will especially want to check out the WE9 Video Library section:

WE9 Documents and Guides

Other Sections:

WE9 Video Library

These videos will walk you through the changes in our key tools:

Ask for help!

If you have any further questions, make sure that you reach out to Customer Support. You can do so by phone, chat, or email.