Why are we doing this?
It’s our priority to ensure that our clients and users are getting the most out of our platform each time they log in. That means certain legacy tools or features will evolve as we strive to meet the dynamic needs of our clients. With that concept in mind, we will be retiring the Pinpoint tool. The WealthEngine platform's person and organization search functionality mimic the search capabilities that exist in Pinpoint and retiring this tool streamlines the user experience and benefits from regular system updates and releases.
What will happen to my access to the platform?
This will NOT affect your access to the platform. You will be able to use all features as indicated in your license.
Can I still access stock ownership and transaction data on the WealthEngine platform?
Yes, you can still leverage stock ownership and transaction data via the WealthEngine platform. Click here for the step-by-step knowledge base article.
If you have any questions, please reach out to your Account Manager or Client Support.