Integrations
As valuable and sophisticated as our data insights are, they are only worth so much if you can’t easily assimilate them into your daily operations! This is ...
Wed, 1 Jul, 2020 at 2:23 PM
Introduction to WE Insights for Salesforce: WE Insights for Salesforce establishes a powerful link between our WealthEngine Platform and Salesforce, pro...
Fri, 1 Oct, 2021 at 8:21 AM
Version Requirements You must have version 10 or greater version of StudioEnterprise DMS for the integration with WealthEngine to work. Setting Up the ...
Tue, 25 Aug, 2020 at 10:19 AM
Introduction to WE Connector for Salesforce: The WE Salesforce Connector establishes a powerful link between our WealthEngine Platform and Salesforce, p...
Thu, 13 Feb, 2020 at 8:15 AM
Version Requirements You must have Millennium 2014 or higher for the integration with WealthEngine to work. Please contact Millennium support if you need ...
Tue, 13 Aug, 2019 at 5:16 PM
Version Requirements You must have version 11.5 or greater of ResultsPlus for the integration with WealthEngine to work. Please contact ResultPlus support ...
Tue, 13 Aug, 2019 at 6:04 PM
Version Requirements You must have version 10.1B or greater of SalsaCRM for the integration with WealthEngine to work. Please contact Salsa support if you...
Fri, 28 May, 2021 at 5:54 AM
This guide will help an Allegiance client get up and running when they have purchased the integration between our two systems. Provides the version requirem...
Tue, 13 Aug, 2019 at 5:33 PM
This is a detailed guide for integrating WealthEngine with your Tessitura database if you have purchased the Tessitura integration piece in your current con...
Tue, 13 Aug, 2019 at 5:39 PM
Version Requirements You must have version 4.3.4 Recut or greater of ONE for the integration with WealthEngine to work. Please contact Agilon support if y...
Tue, 13 Aug, 2019 at 5:47 PM