My Profiles

My Profiles section guide
My Profiles is where you will view and work with the results of any Screenings you have done, lists you’ve pulled from Prospect, and profiles you’d found th...
Fri, 14 Oct, 2022 at 6:40 AM
Working With Your Results in My Profiles
My Profiles is where you will view and work with the results of any Screenings you have done, lists you’ve pulled from Prospect, and profiles you’ve found (...
Tue, 20 Sep, 2022 at 8:38 AM
My Profiles: Working with Results
My Profiles is where you will view and work with the results of any Screenings you have done, lists you’ve pulled from Prospect, and profiles you’ve found (...
Tue, 25 Oct, 2022 at 7:07 AM
My Profiles: Managing Lists
If you have done multiple screenings and/or pulled multiple lists from Prospect, you may well want to distinguish between and even edit them when working wi...
Thu, 27 Oct, 2022 at 5:22 AM
My Profiles: Filters,Tags & Badges
Once you have gotten the results back from your screening, that is of course only the beginning; your next task is to segment it. If you’ve submitted a larg...
Thu, 27 Oct, 2022 at 4:59 AM
My Profiles: Customizing Your Display
Once you are ready to review, analyze, and segment the results of your work, you can do so in your My Profiles! This is where any Screenings you’ve done, li...
Fri, 14 Oct, 2022 at 6:35 AM
Overview: WE Data Source filtering
In order to create the most comprehensive and accurate profiles we can, WealthEngine draws from a wide variety of data sources. Some sources provide a speci...
Thu, 29 Sep, 2022 at 4:07 AM
Analyze: Reading Results
Your WE Analyze results, presented to you in a series of dashboards, can help you gain deep insight and learn more about a group of individuals. They can al...
Fri, 30 Sep, 2022 at 6:40 AM
Prospect: Email Verification
WealthEngine provides the contact information, which includes the email data. To note, the WealthEngine system is not an email marketing tool and that is no...
Thu, 27 Oct, 2022 at 3:18 AM