Group Training

My Profiles: Working With Your Results

This webinar will cover technical basics and best practices for working with your results 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, individual profiles, or the screening upload process. For a solid foundation make sure to attend the other sessions as well!