You must have Millennium 2014 or higher for the integration with WealthEngine to work. Please contact Millennium support if you need to upgrade your instance.
Setting Up the Plug-In
The only setup that is required is to enter your WealthEngine credentials within Millennium. Navigate to System Upkeep then System Options. Scroll down to the bottom of the page, click WealthEngine and enter your credentials in the next page.
Using the Integration
The plug-in has two basic functions called WebConnect and ProspectLink. Both are done on the individual level and allow for unlimited searches during your contract with WealthEngine.
- WebConnect takes you out to the WealthEngine site, landing on the wealth profile for the person you are looking at.
- ProspectLink pulls the results of a wealth search directly into fields in Millennium which are then stored for later reference and reporting.
From an individual record, click on the WealthEngine or ProspectLink buttons. The data is stored in the Demographic and Financial tabs.
Importing Bulk Screening Results
If you do a bulk screening with WealthEngine and would like those scores imported into Millennium, you can do so using the data examiner. If you are familiar with the data examiner, Millennium support can assist you with the upload.
You will use the standard WealthEngine export to integrate the results into Millennium.
Contact WealthEngine at email@example.com or 855-200-0665 or via online chat.