Group Training

Modeling in the WealthEngine Platform

This webinar will cover technical basics and best practices for utilizing look-alike modeling in the WealthEngine platform. 

  • Afterwards you will have the opportunity to join a live Q&A with a trainer. 
  • Each attendee must register separately as access links cannot be shared. 

It is important to note that this session will NOT cover scores, profiles, or the technical usage of other areas of the platform. For a solid foundation make sure to attend the other sessions as well!