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WealthEngine is here!

We've updated the ImportOmatic Connector for WealthEngine to make screening your prospects easier than ever:

  • Updated display while screening - no more confusing record count jumps!
  • Updated profile history to include source query - easily see which queries have been screened by viewing the profile's import history
  • Enabled license authentication

To learn more about the ImportOmatic Connector for WealthEngine, click here.  

When you're ready to install, head over to our Downloads page.  If you don't have a subscription but would like one, just let us know!