WealthEngine Setup

WealthEngine is a third party prospect research application that assists organizations in maximizing their fundraising return on investment.

netFORUM supports the following WealthEngine versions:

netFORUM Version WealthEngine Version Notes
2013.1 and earlier versions WealthEngine Version 7  
2013.2 and later versions WealthEngine Version 8 Uses the ProspectLink3 API.

Note: When you move from WealthEngine Version 7 to Version 8, the service URL endpoint for the application changes. The versions of netFORUM that support WealthEngine Version 8 include a configuration file that specifies the new endpoint. When netFORUM is installed, that setting is automatically updated.

netFORUM uses the following WealthEngine components:

  • WebConnect
  • ProspectLink
  • FindWealth Screening Services

Setting up WealthEngine

If you are an administrator in netFORUM, use the information in this topic to enable a user to view WealthEngine information in netFORUM. If you are not an administrator, contact your administrator and ask for WealthEngine.

System Options

In order for the integration with WealthEngine to be functional, the following system options must be set up:

System Option Description
EnableWealthEngine Enables WealthEngine integration.
WealthEngineFTPUrl Location of the FTP site, default value provided.
WealthEngineUploadNotificationEmailAddress Email address to send the notification to upon the upload of a file, default value provided (FindWealth).
WealthEngineFTPUsername Username for connecting to the FTP site (FindWealth).
WealthEngineFTPPassword Password for connecting to the FTP site (FindWealth).
WealthEngineUserName Username for connecting to WebConnect and ProspectLink.
WealthEnginePassword Password for connecting to WebConnect and ProspectLink.

Access

Users who will be using the WealthEngine connections must be assigned as members of the Security Group called WealthEngineGroup. If the user is not in that Group, then the WealthEngine functionality will not appear.