Good afternoon,
We are looking to upload several records to Wealth Engine for screening. Has anyone created a report that will provide the fields necessary to upload their template without having to pull several reports and integrate the information into the template?
We are using V11 and have recently gone to RAMP.
I have a query that gives WealthEngine information based on a list. For this to work, the list should contain only households and individual records for those not in households.
I'll append the sql file to my profile.
Lucie