We Are Committed to Your Organization's Success
WealthEngine empowers clients by offering the highest level customer support and a commitment to helping our valued clients meet their goals. Our free and enhanced product and industry support ensures you receive the most value from your relationship with us.
At WealthEngine, our clients’ needs come first. Our focus and commitment is to learning all that we can about your organization, your mission and your goals. We offer the industry’s best care by resolving issues in a timely manner, ensuring each client receives training, and making our team easily accessible.
We ensure your success by having all new clients participate in a guided onboarding program. In addition to our standard support channels, we also offer the following free support engagements:
Whether you have questions about our products or solutions, are looking for some strategy recommendations, or would just like to say hi, we encourage you to join these sessions.
As VP, Customer Success, Josh Vichness is proud to lead the energetic team entrusted with client support and communication that is not only key to our clients’ success, but is at the heart of WealthEngine’s Core Values. Josh brings nearly two decades of support experience to WealthEngine, having managed teams… Read More