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 WE 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.

Live Chat

Try our Live Chat available within the WealthEngine Platform

Call Us

Reach a representative at 855-200-0665

Email Us

Shoot us an email and WE’ll be in touch!

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:

Chat with Josh

Pose questions to Josh Vichness, Director of Client Services, during this bi-weekly session. Sign Up.

Ask the Trainer

WE offers free weekly group training to all current customers. These sessions are typically 45 minutes in length, followed by a 15 minute Q&A during which clients may ask our seasoned trainers any questions they may have about WE products and services. Sign Up.

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.

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VP of Customer Success

As VP of 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… Read More

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Manager of Customer Care

Christina has worked in customer oriented positions for the past 5 years and enjoys interacting with clients and assisting them with finding the most optimal and timely resolution. When a client is satisfied, she is content. Your complete product knowledge comprehension is her top priority. She is an avid musician,… Read More

Contact Us

Call us at 877.927.8071 to find out more.

Free Demo

Try us on for size and see how WE fit!

Get Support

Our team is standing by and ready to help.