Supporting our Clients
At WealthEngine, supporting our clients is our #1 priority. With a team of seasoned researchers and development professionals on staff, we are dedicated to helping you put your research to work.
Our Client Service team is available to assist you as needed. Contact us at (301) 215-5980, Option 3 or via email at customerservice@wealthengine.com, or submit a Service Request.
| Search our Knowledgebase Review Training & Help Documents Training Courses - Free Custom Training Solutions |
User Groups Thursday Workshops Service Request |
Need help with any of the following topics?
- Logging in to FindWealth Online
- Searching our data sources effectively
- Using and analyzing results
- Integrating screening results into your database
Consider using one of the following help tools:
Our searchable knowledgebase supplements WealthEngine's unparalleled customer support by offering up-to-the-minute information to help you successfully utilize all of WealthEngine's products and services. In order to access our knowledgebase, please login to your FindWealth Online account and use the Help link.
Review our Training and Help Documents
Download PDFs of our user materials and keep them on hand as quick resources for the FindWealth Online Suite of products. Help documents and training manuals are searchable through Adobe Acrobat Reader. Login to your FindWealth account to access these documents.
Training Courses - Free for Clients
New users should register for our basic courses, while experienced users should take our advanced classes. Twelve hours of training courses are included in your subscription or screening fees. There is no additional charge. Click here for a schedule of live training sessions or login to view pre-recorded training demos.
Register for a Thursday Workshop
Whether you are a seasoned prospect researcher or just getting started, our Thursday Workshops can help you put your data to work. Workshops are offered monthly and are open to WealthEngine clients only. Each session is conducted via webinar and is one hour in duration. More information & schedule
Great for new screening customers, custom training lets you design an online or onsite training session for your staff. A designated trainer will use your organization's data and projects throughout the training session and will help with interpretation. More information
Learn about WealthEngine’s latest product updates, hear best practices and network with other WealthEngine users. Attend a User Group session at an upcoming conference. More information
