You must have version 11.5 or greater of ResultsPlus for the integration with WealthEngine to work. Please contact ResultPlus support if you need to upgrade your instance.
Setting Up the Plug-In
Reach out to ResultsPlus support to get the WealthEngine section configured in your instance. This should only take about 5-10 minutes and you will need your WealthEngine credentials.
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 ResultsPlus which are then stored for later reference and reporting.
Both buttons can be accessed by navigating to a constituent profile and clicking on “Research this constituent using wealth screening” located in the button right corner of the executive summary.
Changing Your WealthEngine Credentials
There may come a time when you change your WealthEngine credentials. If you do so, you will need to enter these new credentials within ResultsPlus.
Navigate to “System Add-Ins” then “Wealth Screening” and enter your new credentials I the WealthEngine.com section.
Importing Bulk Screening Results
If you do a bulk screening with WealthEngine and would like those scores imported into ResultsPlus, your customer care rep can provide a separate guide for this process or you can engage ResultsPlus support to help you.
You will use WealthEngine's standard export to integrate the results into ResultsPlus.
Contact WealthEngine at email@example.com or 855-200-0665 or via online chat.