WealthEngine provides great prospect data at a great value.
April 28, 2022

WealthEngine provides great prospect data at a great value.

Brent Troth | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with WealthEngine

We use WealthEngine for donor prospect research to help gift officers in their development of donor cultivation strategies.

Pros

  • Donor wealth rating
  • Donor propensity to give rating
  • Donor connections
  • Modeling
  • Very user friendly and intuitive.

Cons

  • Nothing
  • Accuracy of data
  • Ease of analysis of rating
  • Ease of use of product
  • Better data been a factor to help us almost double fundraising over the past 4 years.
  • Wealth Engines data has helped to develop a much more focused major gifts program. Increasing productivity of gift officers.
WealthEngine provides the same quality of data at a more affordable price point.

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?

Yes

Did implementation of WealthEngine go as expected?

Yes

Would you buy WealthEngine again?

Yes

WealthEngine is an excellent prospect research tool. P2G scoring and other ratings are easy to understand. This allows for easy segmentation of prospects and prioritization of work for gift officers. We utilize this data for researching first-time donors, grateful patient prospects, and major gift prospects as well. All of our team are very satisfied with this tool.

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