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AU
Anonymous User
08/09/23
"An easy tool for researchers"
What do you like best about WealthEngine? The interface is one that a user can easily navigate. I appreicate the way the data is laid out and when you research someone's wealth it provides an easy net worth number to use in your research.
AU
Anonymous User
06/30/23
"Appreciate the flexibility of the system"
What do you like best about WealthEngine? I appreciate that you can pull up one contact at a time without doing a complete data upload or database scan. It's often helpful to do a one-off search without going through the longer data pull/upload process.
DO
Doug O
11/02/21
"Quickest Way to Learn Donor Giving Capacity"
What do you like best about WealthEngine? How quick and easy it is to learn a donor or potential donor's giving capacity, as well as to verify their address when mail is returned to us.
AU
Anonymous User
08/12/21
"A former leader in their industry, but have had some serious issues in last couple of years."
What do you like best about WealthEngine? Their platform is intuitive and user-friendly. They provide several data points and additional tools beyond simple wealth screening. Users can easily integrate their databases with API, but there are some issues with the Salesforce installed package.
CB
Casey B
07/26/20
"Very easy and simple to use."
What do you like best about WealthEngine? My least sophisticated clients can use with little to no training. What do you dislike about WealthEngine?
GE
Geoffrey E. C
05/15/20
"Wealth Engine is a must have for serious fundraising and smart customer service."
What do you like best about WealthEngine? My experience with Wealth Engine is all positive. In fact, I wouldn't manage a comprehensive development/fundraising program without it. And it seems to be getting bigger and smarter all the time. I used to screen and qualify major donor prospects using WE, but I find my team using it to screen more and more visitors (from ticket buyers to other constituents) and we find a lot more capacity than we knew existed from the folks who use our services. I ...
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JC
James C
05/12/20
"Easy to use and valuable information"
JC
James C
05/12/20
"Easy to use and valuable information"
UI
User in Hospital & Health Care
11/14/19
"Less functional and accurate than other products"
What do you like best? I like RealQuest Property Search, it has good information and is helpful when researching a prospect that has a lot of real estate information to look into.
AU
Anonymous User
11/14/19
"Less functional and accurate than other products"
What do you like best about WealthEngine? I like RealQuest Property Search, it has good information and is helpful when researching a prospect that has a lot of real estate information to look into.
