1. To download and install the RE7 Export Wizard, please refer to BB731114.
  2. Once the RE7 Export Wizard is installed, please read the Process Documentation PDF for detailed instructions on how to submit your records.
  3. The user will need administrator rights on the workstation that is being used for the export. 
  4. The user will also need Microsoft .NET Framework 4 installed.
For FAQ's on your different usernames and passwords, click here.

For questions about your WealthPoint project, please email TACoordinators@Blackbaud.com.