The Move to WE9

Commercial: Who Moved My Tabs?
When working within the WealthEngine platform, the tabs at the top of your screen are pretty important. Since our WE9 release you’ve probably noticed that t...
Mon, 18 May, 2020 at 11:06 AM
Commercial: WE9 Video Library
There have been a lot of changes to the WealthEngine Platform in the WE9 release! Many of these updates were designed to improve navigation, as well as make...
Fri, 29 May, 2020 at 9:18 PM
Commercial: How did Searching change in WE9?
Searching really hasn’t changed all that much! For the most part, you will simply find that in WealthEngine9 some areas of the tool are now collapsible and ...
Fri, 29 May, 2020 at 8:47 PM
Commercial: How did Screening change in WE9?
Screening remained essentially the same in WealthEngine9, with no effect on the overall view or upload process. This means that the only notable change was ...
Fri, 29 May, 2020 at 8:54 PM
Commercial: How did Prospecting change in WE9?
Prospecting hasn't experienced any huge changes in WealthEngine9. However, there have been some smaller updates to the attributes that you will use to ...
Fri, 29 May, 2020 at 8:47 PM
Commercial: How did Analyze change in WE9?
If you have used WealthEngine’s WE Analyze tool in the past, you may notice that there have been some significant changes in WealthEngine9. Don’t worry, you...
Fri, 29 May, 2020 at 8:48 PM
Commercial: How did Profiles change in WE9?
In the WE9 release, profiles have changed significantly, not just in their basic appearance, but also in more subtle ways. These updates are all ultimately ...
Fri, 29 May, 2020 at 8:48 PM
Commercial: How did working with results change in WE9?
Submitting files and receiving results is really only the beginning of your journey! The next, most critical step, is working with that data. In the new ...
Fri, 29 May, 2020 at 8:49 PM