Group Training

Reading Profiles in the Commercial Platform

This webinar will cover best practices and strategies for reading a WealthEngine profile in the Commercial version of the platform. 

  • At the end you will have the opportunity to switch over to a live Q&A session 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 scores or the technical usage of the other areas of the platform. For a solid foundation make sure to attend the other sessions as well!