Crimson 3: Market - 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 left Main Menu in Crimson. There, you will want to search for and click the Wealth Engine app to enter your Wealth Engine username, password, and press the Add to Cart button.

If you do not currently have a Wealth Engine account, you can learn more and sign-up for one by going to this website:

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

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