CrimsonMarket: Wealth Engine

 

Crimson allows you to integrate your Wealth Engine account to your database so that you can access it directly within a People record.

In order to link your existing Wealth Engine account to your database, you must first go to the Crimson Market under the My Apps menu in Crimson. There, you’ll want to click the Wealth Engine app to enter your Wealth Engine username, password, and press the Add to Cart button.

If you don’t currently have a Wealth Engine account, you can learn more and sign-up for one by going to this website: http://www.wealthengine.com.

Once your Wealth Engine account is integrated to your Crimson database, a Wealth Engine option will be available under the Look up drop-down menu within a People record.

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