WE9 Documents and Guides

Nonprofit: 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...
Thu, 13 Feb, 2020 at 5:43 PM
Nonprofit: How has Search changed?
Searching really hasn’t changed all that much! You’ll find that in WealthEngine9 some areas of the tool are now collapsible and the pages are a little ea...
Sat, 3 Aug, 2019 at 7:56 PM
Nonprofit: How has Screen changed?
Screening has remained essentially the same in WealthEngine9, with no effect on the overall view or upload process. This means that the only notable change ...
Sat, 3 Aug, 2019 at 7:57 PM
Nonprofit: How has Prospect changed?
Prospecting hasn't experienced any huge changes in WealthEngine9. However, there have been some smaller updates to the attributes that you will use to ...
Sat, 3 Aug, 2019 at 7:57 PM
Nonprofit: How has Analyze changed?
If you have used WealthEngine’s WE Analyze tool in the past, you may notice that there have been some significant changes in WE9. Don’t worry, you aren’t...
Wed, 25 Mar, 2020 at 11:54 AM
Nonprofit: How Have Profiles Changed?
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 ...
Tue, 6 Aug, 2019 at 12:45 PM
Nonprofit: How has working with results changed?
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 Wea...
Sun, 4 Aug, 2019 at 8:35 PM