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What's in Your Wallet?  Give Clients the Latest in WealthEngine Technology

Original Broadcast Date: Thursday, December 18, 2014

Please join us for our final webinar of 2014, and end the year with a clear understanding of all the NEW products & services that WE launched this year. 
WealthEngine’s SVP of Product Management, John Funge and VP of Consultant Channels, Vicki Claussen will recap the year, and educate you on the latest and most advanced solutions in the industry.  We will talk about our new products like WE Contact, WE Prospect, and WE Clean, to ensure you have the information you need to sell your clients a more robust, cost-effective solution in 2015.
We will also give you a bonus “live” look at our 2015 Product roadmap, and highlight the new products and services that WE plans to deliver to you and your clients next year.


  • JB Rauch, Vice President, Channels, WealthEngine
  • John Funge, Sr. Vice President, Product Management, WealthEngine
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