Now that you’re ready to start working in the WE Platform, it’s time to get up to speed! Whether you’re trying to customize a user, understand the scores, or even learn some best practices, you have a lot of resources available to you. These are the key ones:
Getting Started
Please view our quick video to start diving into the platform: Welcome to WealthEngine
Manage Your Users
Here is a guide for Account Admins on how to customize the users on your account and provision the tools you want them to have access to.
You can also schedule to review the Manage Account section with us here! Note: If you have the Salesforce integration with your WealthEngine subscription, please schedule here instead.
Knowledge Base
The Knowledge Base is our library! It contains just about any resource we have available, from definitions for terms, reference guides for key scores, templates you might use to submit data to WE, and even some short videos. Whenever you have a question or want to learn more about a topic, take a look or search by keyword – usually you can find what you’re looking for.
Sign Up for Training
If you want to dive a little deeper, schedule training with us! Choose the best appointment type based on how familiar you are with the basic tools in WealthEngine or if you have integration with Salesforce.
If you have any other questions, you can reach out to your dedicated Account Manager or Client Success and we will be happy to help!