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.