WealthEngine

In a competitive environment, if you’re not moving forward, you’re falling behind. Stay ahead of the crowd with free training that’s designed for both experienced and new users. With your subscription, you’ll get free product training and access to other great tips and tricks of the trade.

Training Schedule

Course Descriptions: 

FindWealth for Financial Services – 1 Hour

Offered: Second and Fourth Wednesday of each month @ 1:00 pm EST

Orient clients with a general overview of the FindWealth, definitions of ratings and scores, and what data you can expect to find in each search option. Our expert researchers will show you how to use the Investment Rating, Quality of Match score, Net Worth formula, and P2G score to help qualify your prospects. 

Following your registration, we will send you a notice with the webinar and teleconference information. Registration is closed two business days prior to each course.

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Customized Training

Take advantage of a training session tailored specifically for your organization that goes beyond our complimentary training courses and allows your team to ask questions and cover topics that are specific to your needs.

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Pinpoint℠ – 1 Hour

Brief overview of the purpose and use of the product and review of search interface with explanation of all of the fields.