Group Training

WE Screening Best Practices

This webinar will cover the process of submitting a screening in the WealthEngine Platform, while highlighting best practices.

  • At the end you will have the opportunity to join 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 the WealthEngine scores or data in depth and is instead focused on the technical side of tool usage. For a solid foundation, we recommend attending the other relevant sessions as well.