WealthEngine

My Profiles is where you will view and work with the results of any Screenings you have done, lists you’ve pulled from Prospect, and profiles you’d found th...

My Profiles is where you will view and work with the results of any Screenings you have done, lists you’ve pulled from Prospect, and profiles you’ve found (...

We have made enhancements to Analyze tool to maximize its performance and improve the workflow that will provide better visibility to your Analyze jobs. Als...

My Profiles is where you will view and work with the results of any Screenings you have done, lists you’ve pulled from Prospect, and profiles you’ve found (...

If you have done multiple screenings and/or pulled multiple lists from Prospect, you may well want to distinguish between and even edit them when working wi...

Once you have gotten the results back from your screening, that is of course only the beginning; your next task is to segment it. If you’ve submitted a larg...

Once you are ready to review, analyze, and segment the results of your work, you can do so in your My Profiles! This is where any Screenings you’ve done, li...

In order to create the most comprehensive and accurate profiles we can, WealthEngine draws from a wide variety of data sources. Some sources provide a speci...

Your WE Analyze results, presented to you in a series of dashboards, can help you gain deep insight and learn more about a group of individuals. They can al...

This article will explore the types of Lists within My Profiles and their intended purposes. In basic terms, there are two types of lists: Default Lists...