Tessitura and WealthEngine

Hi Aaron,

The PSO is currently Beta Testing the integration.  Currently, Wealth Engine does not have an export file built for a user to export information out for Tessitura import.  After a number of attempts of trying to create one, they ended up exporting our data for us and giving it to us.  Now I am in the process of checking records as it appears data that exists on the website is missing from the import file they created.  There are things that need to be worked out and once they are, I can only hope it will be a useful tool.  Perhaps others have had a more positive experience, but I have been dealing with Wealth Engine since last summer and it’s been a long and frustrating process.  There have been a number of issues and I must say I am highly disappointed with Wealth Engine’s very poor customer service, their lack of understanding the issues and their slow response in resolving them. 

T.C. Brown

Database Administrator

412.392.4834

Looking for information from users who have been involved in the beta testing of the intigration of WealthEngine into Tessitura. With the intigration, we want to begin utilizing WealthEngine in the upcoming year, but before signing on, I just want to hear overall impressions for the beta testers. Some of the things I'm wondering about are how the export/batch processing/upload process works, Tessitura reporting abilities...any information testers can offer would be appreciated - thanks!

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