Integrations
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
This is a detailed guide for integrating WealthEngine with your NeonCRM if you have purchased the Connector access in your current contract with WealthEngin...
Tue, 25 Aug, 2020 at 10:17 AM
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 is a detailed guide for integrating WealthEngine with your StratusLIVE if you have purchased the Connector access & API in your current contract wi...
Thu, 19 Nov, 2020 at 7:31 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 5:34 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 5:46 PM