Just wondering who out there has used WealthEngine: Prospect Research Technology? We have it and are using it just fine but it was suggested that we import the WealthEngine information into Tessitura. Just wondering if anyone had any experience doing this, what fields you imported (Inner Circle, P2G Ratings...), and if it seemed helpful or worth the time and money to do? Any information/experience you could share would be a great help.
Hello,
I have been tasked to import Wealth Engine data into Tessitura. There is only 1 column we need imported (P2G Ranking). I am not sure how to updated/add records to the database. Does anyone have any insight into what a script would look like to import the P2G Ranking? The information I have is the customer number and the ranking.
Thank you for any replies regarding this request,
Aaron Richards
Hi Aaron -
It all depends on your organization. As mentioned earlier in this thread a lot of people load it to a new local table and then build custom views/screens to see the information. Again, this depends on what your organization wants to do with this information, how they want to view it, etc. There is no standard place in Tessitura to upload WE information to.
Good luck,
Heather