Hi everyone -
We recently did a Wealth Engine screening, and I'm now looking to upload the results to Tessitura. Has anyone done this before and would be able to answer my questions below?
1. What export template do I use? I was hoping there would be a Tessitura template, but alas!
2. I opened a ticket with support to ask about the file specification and they said it needs to be a .txt file. However, the export formats available in Wealth Engine are excel, CSV, and TSV.
Any help is appreciated!! Thanks in advance!
Kari
Thank you all SO much for the quick replies! I'll start with an email to WE customer service and hope that does the trick!