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Showing 21-30 out of 98
UI
User in Higher Education
08/09/19
"Helpful Tool for Prospect Research"
What do you like best? WealthEngine is very user-friendly. I am an Associate Director in Prospect Research and we use this tool very frequently-- specifically, when creating research profiles. We love that the information we receive from WealthEngine is accurate-- especially in the Charitable Donations section.
AU
Anonymous User
08/09/19
"Helpful Tool for Prospect Research"
What do you like best about WealthEngine? WealthEngine is very user-friendly. I am an Associate Director in Prospect Research and we use this tool very frequently-- specifically, when creating research profiles. We love that the information we receive from WealthEngine is accurate-- especially in the Charitable Donations section.
BW
Bobby W
08/02/19
"Excellent training and support "
What do you like best about WealthEngine? As a new user, their training video and calls were able to get me up to speed. I did have an issue with an interface with my Arreva CSM. It was Arreva's issue, and I had to re-run a list of the size that put me over my purchased number of searches. The WE team were quick to respond and fix the issue to my satisfaction. It took Arreva support 30 days and it took WE less than 1.
VW
Varessa W
07/31/19
"Wealth Engine really assists smaller Development Offices"
What do you like best about WealthEngine? In a smaller development office sometimes there is not a full-time researcher. WealthEngine gives everyone the ability especially Major Gift Officers to do their own research in a very timely manner. Especially if we have visits scheduled and need a quick but thorough and accurate rating, WealthEngine lets me know what is appropriate to ask for and also gives me affiliations they may have in the community.
UI
User in Financial Services
07/22/19
"Wealth engine Review "
What do you like best? I love the design and format of Wealth Engine, it is really user friendly. More Specifically the search results window, and the person profile. I like how the search results window provides a lot of information before you click on a person. It makes it easier to determine if that the person your looking for. I love how the personal profile has detailed information, a lot of it thats hard to find on your own.
AU
Anonymous User
07/22/19
"Wealth engine Review "
What do you like best about WealthEngine? I love the design and format of Wealth Engine, it is really user friendly. More Specifically the search results window, and the person profile. I like how the search results window provides a lot of information before you click on a person. It makes it easier to determine if that the person your looking for. I love how the personal profile has detailed information, a lot of it thats hard to find on your own.
UI
User in Financial Services
07/22/19
"Wealth engine Review "
What do you like best? I love the design and format of Wealth Engine, it is really user friendly. More Specifically the search results window, and the person profile. I like how the search results window provides a lot of information before you click on a person. It makes it easier to determine if that the person your looking for. I love how the personal profile has detailed information, a lot of it thats hard to find on your own.
AU
Anonymous User
07/22/19
"Wealth engine Review "
What do you like best about WealthEngine? I love the design and format of Wealth Engine, it is really user friendly. More Specifically the search results window, and the person profile. I like how the search results window provides a lot of information before you click on a person. It makes it easier to determine if that the person your looking for. I love how the personal profile has detailed information, a lot of it thats hard to find on your own.
BB
Barbara B
07/16/19
"Senior Development Advisor"
What do you like best about WealthEngine? I've been using it for at least 4 years now and this new version is easier to use. I see more accuracy in the Charity category and can determine if that donor has given to all these non-profits or not. I really like searching by Address so I can see (all) the profiles of people who either live or have lived there. If there is a relationship, I can know more about my donor from this quick and easy software serch
KE
Katelyn E
07/12/19
"Wealth Engine Screening"
What do you like best about WealthEngine? I was having trouble with uploading my screening and the help center/support was so responsive and helpful! The website is also very accessible! I have not used it much but I believe once we start fundraising more it will help us see where we can improved.
