WealthEngine

Checklist 6

• Quick Start Video
• WealthEngine Onboarding & Training
• Getting Started Checklist
• The Inner Circle
• Major Donor List

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Your Account 3

• My Account
• Usage Limits
• Manage Account

Setting Up Your Users 3

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

Templates 1

• Nonprofit: Major Donor Template

Integrations 17

• Partner Integrations
• How to generate an API key?
• Salesforce Install Guide
• DonorDirect WealthEngine Integration Setup
• Salesforce User Guide

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Resources 4

• Resources for Getting Started
• Top Questions from New Clients
• Questions?
• WealthEngine Terms of Use