Millennium Ideas Portal

Wealth Engine should grab birth dates too

We have the Wealth Engine integration. We notice that if we click on the W.E. button from the Mill screen of a particular Joe Blow, the search result in W.E. may give us Joe Blow Jr. or Joe Blow III. Would it be hard to feed the birth date to W.E.? Or is it an issue of W.E. being unable to interpret the birth date?

  • Peggy Dolter
  • Jun 15 2017
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