Resources

Resources for Getting Started
Now that you’re ready to start working in the WE Platform, it’s time to get up to speed! Whether you’re trying to customize a user, understand the scores, o...
Thu, 27 Oct, 2022 at 5:41 AM
Top Questions from New Clients
How do I set up my login? You should receive a Welcome Email from our system to create your username and password. If you've checked your spam folder ...
Wed, 28 Sep, 2022 at 9:30 AM
Video Library
Please note that, while some of the older videos were originally aimed at a nonprofit audience, their substance is largely the same. Thank you for your pati...
Tue, 31 Jan, 2023 at 6:31 AM
Nonprofit: Video Library
Getting Started: Quick Start Profiles: Ratings and Scores P2G Connections Custom Profiles Searching: Person Search  Organization Search ...
Thu, 1 Dec, 2022 at 7:47 AM
Questions?
Our support team is standing by and ready to help! Hours: 9am-6pm ET (Monday-Friday)  Email: customerservice@wealthengine.com                    ...
Thu, 27 Oct, 2022 at 5:31 AM
WealthEngine Client Courses
These group training courses, delivered via webinar, are provided to clients at no charge as part of a subscription to the WealthEngine Platform.  Mo...
Thu, 27 Oct, 2022 at 6:00 AM
WealthEngine Terms of Use
WealthEngine, Inc. Data Use Terms   The following are the use terms associated with WealthEngine Data: [“WealthEngine Data” refers to all WealthEngine dat...
Thu, 27 Oct, 2022 at 5:48 AM