WealthEngine Reviews

My least sophisticated clients can use with little to no training.

Nothing comes to mind. Each of the projects I've executed went well.

Screening for feasibility studies and ask setting for mass appeals.

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 like that its approachable interface. I am not a skilled database person, but I use WE almost daily.

I like that the robust features are straightforward in an accessible interface. It hasn't always been that way for me, someone who is not particularly tech-savvy.

I think utilizing WealthEngine or a service like it is an essential function, a component not only of major giving but of any comprehensive development program. I like its integration capacity, but mostly I find it to be of exceptionally high quality in terms of having the most useful, up-to-date information and for its ease of use.

Integrating it into our development database, which we're holding off until we switch over to Salesforce. We use it as a standalone and have found a number of single ticket buyers with considerable capacity that now utilize our donor's lounge and other services.

I like the fact that everything is very organized and easy to find. Looking things up is pretty easy.

There's not much I don't like...sometimes there is no philanthropy, but I have found that 99.9% of the time, if WealthEngine doesn't have any charity listed, it's because there is none out there to be found.

I have been using WE for over a decade and I've always found it to be a great help.

I primarily do prospect research. It helps us determine where interests in giving (or helping!) lie, what real estate is worth, what family connections might be. The site just gives us a better idea who to pursue and who does not have any interest.

I like the fact that everything is very organized and easy to find. Looking things up is pretty easy.

There's not much I don't like...sometimes there is no philanthropy, but I have found that 99.9% of the time, if WealthEngine doesn't have any charity listed, it's because there is none out there to be found.

Recommendations to others considering the product:

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

The data is comprehensive and when it is correlated correctly it provides a clear picture of a person's net worth and philanthropic priorities.

Bits of information are not correlated very well with their current relevance in a person's life. But that's a minor problem, which can be taken into account. Occasionally it is difficult to determine a person's marital status or tell the difference between their residential and commercial properties.

Take time in studying everything in a person's profile. With time and persistence you will be able to get a full insight into the individual. Complement this with information from other sources, such as Guide Star or the Foundation Center.

I am far better able to determine a person's inclination to give to my charity and their capacity than is possible with any other resource that I know. When I couple the WE profile with foundation and corporate connections to a person I am able to get a complete and clear picture of who they are.

I like how quickly I can receive results from information I input.

The process wasn't so clear at first so I didn't like that but I called their help line and they figured out my problem right away.

If you have a problem, call them and they are very attentive!

I am looking at the financial stability of people and how it factors into our work.

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.

So far in my 14 months of using Wealth Engine, I have not found anything that I dislike.

I have been able to segment my data into powerful groups. If I need to send something to people over 70, done. If I want to search for families that had a baby in a specific time frame, done. Both prospecting and donor relationship are better

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.

I don't feel like there is anything to dislike about WealthEngine. It has helped throughout my career to make accurate requests of prospects/donors.

The benefits to having WealthEngine is to be able to research in real time a prospect/donor. WealthEngine is very thorough in the public information that is accessed and provides more information than other applications I have used.

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.

I dislike some of the clarity but that was also because I am new to using Wealth Engine. There really is not much that I dislike about the program/database/website so far. Everything has been very useful to me.

As a school, we use it for wealth screening and seeing if we have potential donors of appropriate background. This helps us with admissions and fundraising greatly!

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.

The detail pages are cluttered and seem to include non-useful info. You often have to spend extra time combing through all the details to find key info--business owned, job titles, other home addresses, etc.

Recommendations to others considering the product:

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