This is a detailed guide for integrating WealthEngine with your Tessitura database if you have purchased the Tessitura integration piece in your current contract with WealthEngine. It details the version requirements, how to setup and use the integration, and details about importing bulk screening data.
Please note that Tessitura exports no longer require you to reach out to our batch team! The Tessitura Template is now available in our export templates. If you need steps on how to export you can view those steps here.
