What is WealthEngine?
How does the integration work?
LGL offers an "authenticated linking" WealthEngine integration. This means that you put your WealthEngine username and password into the fields in LGL and a "WealthEngine" button will appear on constituent search results and constituent pages. Clicking this button will take you directly to WealthEngine so you can review the constituent/donor details in your WealthEngine account.
To set up the integration
Log into your LGL account and go to Settings > Integration Settings > WealthEngine. Then enter the Username and Password for your WealthEngine account: