Integrations
This comprehensive guide outlines the process of integrating WealthEngine with your Tessitura database, provided you have acquired the Tessitura integration...
Wed, 20 Mar, 2024 at 12:02 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
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 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
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
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 5:34 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