What users are saying about
1 Ratings
2 Ratings
1 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8 out of 101
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 6.4 out of 101

Likelihood to Recommend

501 Auctions

As stated in previous comments, the software platform has the ability to offer a variety of services. It is well suited for all organizations and events. With that said, no software is perfect for everyone and the user should take in consideration both functionality and investment. The platform we used lacked some "ease of use" administrative functions and was not ideal for marketing our sponsors.
Paul Rycus profile photo

WealthEngine

WealthEngine is for mid-size to large nonprofits -- providing a perfect tool for wealth data and prospecting. Smaller organizations with smaller amounts of donors or smaller budgets would not be able to justify the cost.
Edward Phillips profile photo

Pros

501 Auctions

  • Attendee List Maintenance: The platform provides an easy-to-use attendee list. Modifying the information is a piece of cake.
  • Attendee Check In/Out: Highly recommend the software for their quick and easy access to attendance entries and information.
  • Technical and Customer Support: Our representative was very knowledgeable and was able to assist us rather quickly when prompted by email or telephone call.
Paul Rycus profile photo

WealthEngine

  • WealthEngine has very detailed data to support its scoring for each donor. Some other similar tools don't provide this.
  • WealthEngine has a connection with Salesforce that is very helpful. It allows us to run reports on donors right in Salesforce and be able to run mass reports and save the data into each person's contact.
  • WealthEngine also has great prospecting tools. This is not something we have used in its full capacity but hope to this year!
Edward Phillips profile photo

Cons

501 Auctions

  • Modifying Client Payments: There were too many steps to take when modifying a client payment in the system. Although we could complete the task, one would expect a single step instead of multiple steps from a variety of page views.
  • Adding or Modifying a Single item: You would expect the platform to bring you back to the same item for any further modification or review. Rather, the platform took you to the top of the page was rather annoying especially when you have hundreds of auction items.
  • Knowledge Base: The platform offers a knowledge base if you know where to locate it. Rather than clicking on a link within the header or footer of the software, we were forced to locate some original emails from the developer which contained a link for the knowledge base. There should be no reason for hiding access to information.
  • Sponsor Marketing: Most events if not all of them, are financially successful because of sponsorship revenues. It is extremely important to market these sponsors (or large donors) on the platform. The software does a poor job in emphasizing these sponsors.
Paul Rycus profile photo

WealthEngine

  • WealthEngine is expensive for most nonprofits when looking at how to spend their money.
  • WealthEngine seems to have a lot of turn over. Every time I email our account manager, they seem to have changed.
  • WealthEngine can have glitches and does not work at times which is very frustrating.
  • I would also like for WealthEngine to have better mobile service or an app.
Edward Phillips profile photo

Alternatives Considered

501 Auctions

No answers on this topic

WealthEngine

I did not look into any other options. I've always known WealthEngine to be the best so they were my first and only choice.
Edward Phillips profile photo

Return on Investment

501 Auctions

  • All software platforms enhance ROI and save time and money. Not sure if this software was better than others.
Paul Rycus profile photo

WealthEngine

  • WealthEngine was able to provide wealth information for all of our event attendees and allowed us to know which guests to target with more direct touch points at the event.
  • WealthEngine has allowed us to better asks for funds based on the donors' giving capacity, ultimately providing more money for our mission.
Edward Phillips profile photo

Pricing Details

501 Auctions

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

WealthEngine

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Add comparison