You must have version 4.3.4 Recut or greater of ONE for the integration with WealthEngine to work. Please contact Agilon support if you need to upgrade your instance.
Setting Up the Plug-In
Reach out to Agilon support to get a how-to guide for setting up the WealthEngine connection. 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 ONE which are then stored for later reference and reporting.
From an individual record, click on the WealthEngine button in the top right or select one of the WealthEngine pages from the Prospect section in the left navigation.
Importing Bulk Screening Results
If you do a bulk screening with WealthEngine and would like those scores imported into ONE, you need to do a standard import. If you need assistance with an import, Agilon support can assist you.
You will use the standard WealthEngine export to integrate results into ONE.
Contact WealthEngine at email@example.com or 855-200-0665 or via online chat.