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, 18 May, 2022 at 6:04 AM
Introduction to WE Insights for Salesforce: WE Insights for Salesforce establishes a powerful link between our WealthEngine Platform and Salesforce, pro...
Wed, 18 May, 2022 at 6:11 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...
Fri, 14 Jan, 2022 at 11:55 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