Group Training

WealthEngine Scores and Data Basics

This webinar will discuss the basics of our main scores and the data found within the WealthEngine (WE) Platform, as well as best practices for both our nonprofit and commercial clients. 

  • At the conclusion of the the session you will have the opportunity to switch over into a Q&A with a trainer!
  • Each attendee must register separately, as access links cannot be shared. 

It is important to note that this session does NOT cover the technical aspects of using the WE Platform and is instead focused solely on the scores and data. For a solid foundation, we recommend you attend the other relevant sessions as well.