Working With Profiles
As you begin to work with WealthEngine profiles, it’s important that you understand how they are structured and where different types of information are sto...
Tue, 7 Jul, 2020 at 9:50 AM
This article will walk you through how to navigate and read the Chart View of the Connections section a person's profile. Note: To learn about the o...
Tue, 7 Jul, 2020 at 9:22 AM
Some profiles will include donations data, which you can factor into your evaluation of that individual’s interests and capacity. However, there are four ke...
Thu, 30 Jan, 2020 at 8:00 AM
When it comes to reading a profile there’s an awful lot of information, and it’s easy to get lost in the data. However, you have limited time and resources,...
Tue, 7 Jul, 2020 at 9:21 AM
When you are looking at a person's profile, this is the end result of a very long and complex process. The WealthEngine system draws in about half-a-tr...
Wed, 25 Mar, 2020 at 11:33 AM