WealthEngine

As you begin to work with WealthEngine profiles, it’s important that you understand how they are structured and where different types of information are sto...

Okay, so your time is short and you need to quickly qualify a new lead. Or perhaps you have a new potential customer who has agreed to a meeting and you nee...

This article will walk you through how to navigate and read the Chart View of the Connections section of a person's profile. Note: To learn about the ...

While often you will want to move quickly through profiles and segment files in large groups, that probably won't always be the case. Every once in and ...

When you are looking at a person’s profile, this is the end result of a very long and complex process. The WealthEngine system draws in about half-a-trillio...

Certain profiles will contain donation data, and you can incorporate this information into your assessment of the customer or client's interests and cap...