WealthEngine

Checklist 5

• 10-Minute Quick Start Video
• Getting Started Checklist
• Nonprofit: WealthEngine Client Courses
• The Inner Circle
• Nonprofit: Major Donor List

Your Account 2

• My Account
• Manage Account

Setting Up Your Users 3

• Adding Users How-To
• Customizing Users
• Updating-Replacing email address

Templates 2

• Inner Circle Template
• Nonprofit: Major Donor Template

Integrations 12

• Nonprofit: Integrations
• Salesforce Install Guide
• DonorDirect Set up guide
• Nonprofit: Salesforce User Guide
• Nonprofit: Abila Millennium Integration

View all 12

Resources 5

• Nonprofit: Resources for Getting Started
• Nonprofit: Top Questions from New Clients
• Questions?
• Nonprofit: WealthEngine Client Courses
• WealthEngine Terms of Use