Who is using the Wealth Engine Integration? How is it working for you? I'm trying to get a better sense of the capabilities it provides and this pdf isn't detailed enough for me.
Is the data in the custom screen bulk imported? Is it possible to screen someone directly from Tessitura? Are there standard Wealth Engine list criteria and output set elements that come with the integration?
Any input you can provide would be great!
Thanks,
Dorothy
> Who is using the Wealth Engine Integration? How is it working for you?
We use it, though the utility has never really worked for us. The fact that their file specs, and the data they send back, has been at least a little different every time we've worked with them kind of limits us to import/export via SSMS.