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Expand your portfolio
March 27, 2022

Expand your portfolio

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with WealthEngine

We use WealthEngine for prospect research and portfolio development. We have recently started using it to build out our affiliations and relationships throughout our CRM. It's a great tool as a spark of knowledge, or to verify established donor information and potential.
  • Affinity research.
  • Portfolio development.
  • Donor verification.
  • Information accuracy ratings.
  • Contract options.
  • Geo-locations.
  • Past donation data
  • Political donations
  • Depth of data
  • Portfolio expansion

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?

Yes

Would you buy WealthEngine again?

Yes

Microsoft SharePoint, Microsoft Power Automate (formerly microsoft flow), Microsoft 365 (formerly Office 365)
WealthEngine is a great tool to expand your current donor base. I use it to flesh out our CRM, building data connections to strengthen our portfolio. **All information NEEDS to be verified, as I have found incorrect "knowledge," but it does help your web grow and discover information that may not come forth in a typical donor touchpoint.