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...
Wed, 25 Mar, 2020 at 11:31 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
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,...
Sun, 4 Aug, 2019 at 10:27 PM