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AU
Anonymous User
03/19/19
"An expansive resource providing company for non-profits"
What do you like best about WealthEngine? The customer service paired with easy to use/understand products have been by favorite aspect of working with Wealth Engine as our company has looked to improve our fundraising efforts.
TA
Taylor A
02/27/19
"Effeicent and Effective"
What do you like best about WealthEngine? The data base is full of useful information that would take me otherwise hours to find on a donor, done in seconds. Mass scoring is also incredibly useful, and the SalesForce integration is easy to use.
CE
Chase E
02/22/19
"Recommend WE for Nonprofit Development"
What do you like best about WealthEngine? I particularly like the ease of individual search and the ability to find people who might be second degree connections of our nonprofit's constituents. The breakdown of a person's family foundations, Guidestar affiliations, and real estate have been especially helpful to me. I'm especially a fan of using nonprofit and organization search. Often there is a company that would be beneficial to have a connection with, but I don't know where to start or ...
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UI
User in Environmental Services
02/14/19
"After three years, looking for an alternative"
What do you like best? While it integrates with Salesforce, it is clunky and not "seamless" as described and touted. While price has been somewhat reasonable, we were just informed of a jump from @$3700/yr to $5,000/yr with no discernable improvements.
AU
Anonymous User
02/14/19
"After three years, looking for an alternative"
What do you like best about WealthEngine? While it integrates with Salesforce, it is clunky and not "seamless" as described and touted. While price has been somewhat reasonable, we were just informed of a jump from @$3700/yr to $5,000/yr with no discernable improvements.
SA
Saniya A
02/11/19
"Great Product"
What do you like best about WealthEngine? Ease of use and pulling reports within a short period of time that are reliable What do you dislike about WealthEngine?
JS
Julie S
02/05/19
"Review of WE"
What do you like best about WealthEngine? The ease of navigation and accuracy of information What do you dislike about WealthEngine?
WT
William T
02/01/19
"I have been using WE for over 10 years. It is a very good aggregator of information."
What do you like best about WealthEngine? Their screening service helps in providing a rank-order list of prospects. While their giving capacities may be not be perfectly accurate, they do provide a starting point for further research.
PS
Phyllis S
01/29/19
"One of the most comprehensive prospect research tools"
What do you like best about WealthEngine? The way the information is gathered and presented is very helpful in my position. What do you dislike about WealthEngine?
AU
Anonymous User
01/25/19
"WealthEngine is One-Stop Shop for Assessing Giving Capacity"
What do you like best about WealthEngine? WealthEngine is critical for obtaining a reasonable understanding of an individual's capacity to give based on numerous factors, mostly highlighted in the full profile option.