Resources

Nonprofit: 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...
Fri, 17 Jan, 2020 at 3:37 PM
Nonprofit: 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 ...
Sat, 3 Aug, 2019 at 3:54 AM
Nonprofit: Video Library
Getting Started: 10 Minute Quick Start WE Admin Profiles: Ratings and Scores P2G Connections Custom Profiles Searching: Person Search  ...
Sun, 4 Aug, 2019 at 1:44 AM
Questions?
Our support team is standing by and ready to help! Hours: 9am-6pm ET (Monday-Friday)  Email: customerservice@wealthengine.com                    ...
Fri, 15 Nov, 2019 at 3:57 PM
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. Each sessi...
Mon, 30 Mar, 2020 at 11:32 AM