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.
Michelle, whoever runs this query will need to update it, at the least, for customer type and address type (to get the proper business address), not to mention add any attributes you may be interested in.
Lucie