New Features and Improved Functionality

Commercial: What's New - Key Highlights
WE are continuously making updates an improvements to the platform in order to make it the best it can be. This can take a myriad of forms, from visual impr...
Mon, 10 Aug, 2020 at 9:25 AM
Commercial: Recent Updates to Searching
  Specialty In recognition of the fact that the "Specialty Search" serves a different function from the other Search types, this ability has bee...
Mon, 10 Aug, 2020 at 9:43 AM
Commercial: Recent Updates to Screening
There have been several significant improvements to Screening, both in its appearance and its power! This article will cover: Expanded Capability New...
Mon, 6 Jul, 2020 at 10:50 AM
Commercial: Recent Updates to Profiles
Profiles have changed significantly, not just in their basic appearance, but also in more subtle ways. These updates are all ultimately intended to improve ...
Fri, 29 May, 2020 at 9:15 PM
Commercial: Recent Updates to Working With Results
Submitting files and receiving results is really only the beginning of your journey! The next, most critical step, is working with that data. There have bee...
Fri, 29 May, 2020 at 9:10 PM
Commercial: Recent Updates to Prospecting
Tracking Credits Since the Prospecting tool is credit-based for most WealthEngine clients, it is critically important to keep track of how many credits ...
Mon, 10 Aug, 2020 at 9:26 AM