WealthEngine for moves management
Lori Riegel | TrustRadius Reviewer
February 12, 2020

WealthEngine for moves management

Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with WealthEngine

We use WealthEngine to screen sinkers, both potential new donors, and to analyze current donors to make decisions in donor moves management tracking. When I am looking at a donor profile, I will often click over to WealthEngine to look at a donor’s giving potential, which helps provide a complete picture.
  • Donor contact info
  • Confirm donor identity
  • Does not show which nonprofits donor has contributed to.
  • Does not always have complete contact info.
  • Great for use in moves management efficacy.
  • Great tool for keeping database updated for correct addresses.
The online help databases and tutorials are helpful, and I have been able to find the help and solutions I need from those sources. I have not had to use other forms of support from WealthEngine. I like being able to find the help I need through a simple search.

Do you think WealthEngine delivers good value for the price?

Yes

Are you happy with WealthEngine's feature set?

Yes

Did WealthEngine live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of WealthEngine go as expected?

I wasn't involved with the implementation phase

Would you buy WealthEngine again?

Yes

WealthEngine is well-suited for development professionals to use in their donor moves management planning, as well as to look up donor profiles of new donors, to analyze giving potential. I have also used it when a piece of mail is returned to see if I can find an updated address.