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Knowledgebase Search

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DF-M17314-Sporadic problems with WealthEngine Proxy service account user permissions

Symptom: 
  • There are sporadic problems with the assignment which users should have access to the WealthEngine Import and/or Search buttons
  • The WealthEngine button is missing for a user
Product Line: 
Abila Millennium

DF – M13690 - Profile Lookups – Unable to deactivate lookup table entries with code prefixes of ‘we-%’ (Wealth Engine)

Symptom: 
Error message (see graphic below) when trying to inactivate lookup table entries:

Product Line: 
Abila Millennium

WealthEngine>ProspectLink imports all financial information as $0.00

Symptom: 

WealthEngine > ProspectLink imports all financial information as $0.00

Product Line: 
Abila Millennium

DF-M-16183-WealthEngine ProspectLink Import is setting financial.finamount = value of demographic "number of properties"

Symptom: 

...

Product Line: 
Abila Millennium
Displaying 1 - 4 of 4

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Abila

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