Integrations

Nonprofit: Tessitura Integration
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
Commercial: Salesforce User Guide
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
Nonprofit: AgilonONE Integration
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
Commercial: Abila Millennium Integration
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
NeonCRM Integration setup Guide
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
Commercial: Metafile ResultsPlus Integration
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
StratusLIVE Integration
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
Commercial: SalsaCRM Integration
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
Commercial: Allegiance Integration
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
Commercial: Tessitura Integration
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