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WealthEngine

3.9
(17)

Find prospects with the propensity to spend and the affinity to engage, then influence and retain them in unique and personal ways.

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WealthEngine Reviews

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Showing 17 WealthEngine reviews
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WealthEngine review by Nicole K.
Nicole K.
Validated Reviewer
Verified Current User
Review Source

"Great for Research Purposes"

What do you like best?

We use WealthEngine on a daily basis to estimate certain wealth attributes of alumni in our database. I like how easy it is to use and I also like that the information provided is straight-forward and easy to interpret.

What do you dislike?

There really isn't anything I dislike about WealthEngine. This is by far my favorite product I use for work. It is also the easiest. I feel confident that the information provided is accurate.

Recommendations to others considering the product

I would definitely recommend this product to individuals working in Advancement. It is a great prospect research tool!

What business problems are you solving with the product? What benefits have you realized?

We use WealthEngine when creating profiles for our alumni. We can find information regarding their giving capacities, stock information, and charitable giving history.

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WealthEngine review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Verified Current User
Review Source

"Good reporting, but expensive/inflexible for a batch solution"

What do you like best?

Wealth Engine provides solid reporting that we have found to be generally accurate. When there's a match to find, WE has generally found it, and while the data isn't always perfect, it's a good indicator for where to start with fundraising and targeting mid and major level donors.

What do you dislike?

Batching data in and out of WE is frustratingly opaque, and the customer service leads something to be desired. Sales team also employs some rather shady 'used-car-dealer' negotiation styles - we were given the classic "we have this sale until friday at 4pm, it's the lowest ever, but you have to agree now, and we definitely can't offer the sale price next Monday which is when we are available to answer your questions about the product."

One final dislike - WE changed the way their data was reported a year or two ago, meaning there are now discrepancies between our data sets, which makes it hard to do comprehensive reporting for multiple years.

What business problems are you solving with the product? What benefits have you realized?

The largest benefit we've seen is an easy way to see help classify our donors into tiers - general, mid, major.

What Fundraising solution do you use?

Thanks for letting us know!
WealthEngine review by Katie M.
Katie M.
Validated Reviewer
Verified Current User
Review Source

"Wealth Engine for Non Profit"

What do you like best?

I have my reports set up to sync daily, so I know the exact time they will be there. It's helpful during a busy day.

What do you dislike?

I know I don't use this to the fullest, I need to spend some time learning more about the program.

Recommendations to others considering the product

Like I said, I don't know the ins and outs as well as I should, but it gets the job done.

What business problems are you solving with the product? What benefits have you realized?

I work for a hospital foundation, this helps us evaluate patients for outreach and prospecting.

WealthEngine review by Lucas V.
Lucas V.
Validated Reviewer
Verified Current User
Review Source

"Best App on the market for comprehensive wealth information and salesforce integration. "

What do you like best?

First off I love the fact that Wealth Engine continues to innovate their product. Every year since we have had wealth Engine they have added some type of new service. The support and sales people are wonderful to talk with and very helpful. They are by far and wide the best ones doing what they do with their their integration with salesforce.

What do you dislike?

The only thing that is somewhat negative is the price. It is by far the most expensive app that we subscribe to on an annual basis. However, the information that we can gather and insight that we can gain into our donor base is well worth the price tag.

Recommendations to others considering the product

Make this budget item in your annual budget, it is worth it.

What business problems are you solving with the product? What benefits have you realized?

Gain insight and knowledge on our donor bases wealth. The benefits are not only having this data directly in Salesforce but using it in meaningful and impact-full ways.

WealthEngine review by User in Religious Institutions
User in Religious Institutions
Validated Reviewer
Verified Current User
Review Source

"Good product but data organization and verification could be better"

What do you like best?

I like that all the data for an individual can be seen on one page. Most data is good but all of it needs to be verified as some data changes quite rapidly especially for large donors.

What do you dislike?

Verification can be cumbersome. It can be hard to identify what is historical data and what is current data. For full integration with Salesforce their is a monthly cost per user. as a nonprofit this was out of our budget.

What business problems are you solving with the product? What benefits have you realized?

We have been able to do more targeted direct mailings based on the analysis WealthEngine has done on our database and their rating system. It has also been helpful as we prioritize who our development staff will meet with when they visit an area.

WealthEngine review by Edward P.
Edward P.
Validated Reviewer
Review Source

"Incredible wealth screening tool"

What do you like best?

What I like best about Wealth Engine is the ability to connect everything directly into our CRM, Salesforce. It makes reporting, communication, and all the tools easier to use!

What do you dislike?

I do not like that you have to pay for all users to see the data in Wealth Engine and that was actually miscommunicated to me in the sales process.

What business problems are you solving with the product? What benefits have you realized?

We are able to screen all of our donor's and their giving potential. This helps us prioritize various relationships to increase our revenue.

WealthEngine review by Administrator in Research
Administrator in Research
Validated Reviewer
Verified Current User
Review Source

"WealthEngine: simple wealth management, connected to Salesforce"

What do you like best?

WealthEngine offers a great wealth database. Its simple Salesforce integration helps us target our email campaigns, track campaign influence, and even plan personal outreach. Would recommend.

What do you dislike?

The Salesforce integration with WealthEngine can be a bit clunky. For instance, I have to set different contact page layouts by profile so non-WE users don't see an error where the app should appear.

What business problems are you solving with the product? What benefits have you realized?

It's great to be able to see prospective, current and past donors' activities, alongside their potential ability to give, click rates, campaign influence, etc. all in one place (Salesforce). WealthEngine is easily embedded into Salesforce contact records to give our fundraising team a nice overall sense of engagement.

WealthEngine review by User in Publishing
User in Publishing
Validated Reviewer
Verified Current User
Review Source

"Identify Good Prospects in Your Donor Pool"

What do you like best?

WealthEngine provides clear and simple wealth ratings for our prospects. In addition to that, they offer other innovative products like real-time prospect modeling which allow you to get to know your donors in a different way.

What do you dislike?

The results page can use some work. Sometimes the results lag a bit to load and it's hard to keep them neatly organized.

Recommendations to others considering the product

Better when screening a large pool of donors or if you want to model your current pool.

What business problems are you solving with the product? What benefits have you realized?

This is a great tool to help feed annual giving prospects to our gift officers.

WealthEngine review by User in Non-Profit Organization Management
User in Non-Profit Organization Management
Validated Reviewer
Review Source

"WealthEngine review"

What do you like best?

Ease of use - to find basic information on prospects/donors. Information such as real estate holdings is pretty easy.

What do you dislike?

Not necessarily up to date, and an overreliance on real estate holdings for estimated capacities of giving.

Recommendations to others considering the product

It's a tool, and not the end all for donor/prospect research. It has multiple databases, which is convenient and can give quick snapshots of donors. Also putting profiles together is very easy.

What business problems are you solving with the product? What benefits have you realized?

Not so much business problems being solved, but WealthEngine has been a good tool for us to use when researching prospects and getting an idea of their interests, capacity to contribute to our organization.

WealthEngine review by User in Higher Education
User in Higher Education
Validated Reviewer
Verified Current User
Review Source

"Easy to use."

What do you like best?

Wealth Engine's search is easy to use. The results offer a lot of information. I really like that they show previous known addresses.

What do you dislike?

At time some of the information that comes back is outdated or wrong.

What business problems are you solving with the product? What benefits have you realized?

It helps finding new addresses.

WealthEngine review by User in Education Management
User in Education Management
Validated Reviewer
Verified Current User
Review Source

"Not much better or worse than competitors"

What do you like best?

It is really a means of streamlining the research process. All of the information is publically available through basic google and local property record searches. That said, it does the job fine.

What do you dislike?

Not the slickest interface/design. duplicate real estate records. outdated and incomplete charitable giving history.

Recommendations to others considering the product

It's fine. iWave is slicker.

What business problems are you solving with the product? What benefits have you realized?

It has helped streamline and organize the research process.

WealthEngine review by Executive Sponsor in Higher Education
Executive Sponsor in Higher Education
Validated Reviewer
Verified Current User
Review Source

"Great Product"

What do you like best?

This product is easy to use. HelpDesk and training staff are very helpful to both teach and answer questions.

What do you dislike?

We began to use WealthEngine without any training. The problem was ours, not theirs. We failed to take advantage of the resources available and therefore did not use the software to its fullest potential.

What business problems are you solving with the product? What benefits have you realized?

Greater information about our donors and alumni was acquired.

WealthEngine review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Review Source

"Best prospect research tool"

What do you like best?

It is incredibly easy to find what you are looking for - wealth capacity, propensity to give, bequests, etc.

What do you dislike?

Profiles aren't the easiest to digest. I wish WE offered more customizations here.

Recommendations to others considering the product

WE continues to offer the best improvements - if they don't have what you need right now, they will soon!

What business problems are you solving with the product? What benefits have you realized?

With the info that Wealth Engine provides, I was able to effectively streamline moves management strategies and increase annual fund donations. Wealth screenings were also incredibly easy to run!

WealthEngine review by User in Philanthropy
User in Philanthropy
Validated Reviewer
Review Source

"Extremely helpful"

What do you like best?

Wealth engine makes it easy to focus attention on high-dollar donors, especially when conducting outreach to potential new donors.

What do you dislike?

Some of the information is not always accurate, which can make things difficult.

What business problems are you solving with the product? What benefits have you realized?

Wealth engine saves time by allowing users to identify donors with significant giving potential and focusing time and attention on those specific donors.

WealthEngine review by User in Non-Profit Organization Management
User in Non-Profit Organization Management
Validated Reviewer
Review Source

"Disappointing customer service "

What do you like best?

The program has many areas that it can help a company with

What do you dislike?

Disappointing customer service and communication. The representatives are unresponsive and not helpful so much so that we discontinued use

What business problems are you solving with the product? What benefits have you realized?

We used wealth engine to help with our customer database

WealthEngine review by User in Higher Education
User in Higher Education
Validated Reviewer
Review Source

"Donor Prospecting "

What do you like best?

Provides at your fingertips (keyboard) information on your donor pool to provide better prospecting opportunities from your donor pool.

What do you dislike?

It can be expensive for smaller non-profits.

What business problems are you solving with the product? What benefits have you realized?

We are building up our donor pool and donor resaearch department and wealth engine has been helpful in this.

WealthEngine review by User
User
Validated Reviewer
Review Source

"Great tool for fundraisers"

What do you like best?

Being able to search on donors and find their financial information to prospect

What do you dislike?

Nothing at this moment. I really enjoy using the tool.

What business problems are you solving with the product? What benefits have you realized?

Finding donor information

Kate from G2 Crowd

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