WealthEngine

WealthEngine is offering Onboarding & Training services to all of our clients. This will help you understand the platform better & make the most out...

Now that it’s time to get started, you want to make the most of your investment! That means that the setup you do prior to working in the WE Platform is cru...

When it comes to cultivating potential donors, sometimes the toughest step is just getting in the door! Wealthy people especially are being solicited from a...

The Major Donor feature cross-references the members of your list against the people you are researching and flags those who are a part of your major donor ...

What is Inner Circle in WE? The Inner Circle feature helps identify warm introductions by highlighting when a lead is connected to someone affiliated with ...