WealthEngine Reviews & Product Details

I appreciate that you can pull up one contact at a time without doing a complete data upload or database scan. It's often helpful to do a one-off search without going through the longer data pull/upload process.

I also like their metrics, including propensity to give, overall wealth range, stock ownership, multi-property ownership, etc. Review collected by and hosted on G2.com.

Sometimes, The data isn't as pinpointed as other similar services. And, I often wonder how frequently the data is updated (they say often), but there can be items I know about a contact (and presumably, is publically available information), that WealthEngine hasn't yet updated in their database. Review collected by and hosted on G2.com.

The interface is one that a user can easily navigate. I appreicate the way the data is laid out and when you research someone's wealth it provides an easy net worth number to use in your research. Review collected by and hosted on G2.com.

At times, the scoring can be a bit inflated. We have our own system at my organization that figures this out but Wealth Engine also has a way that a user can adjust the data that will in turn adjust the score. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Their platform is intuitive and user-friendly. They provide several data points and additional tools beyond simple wealth screening. Users can easily integrate their databases with API, but there are some issues with the Salesforce installed package. Review collected by and hosted on G2.com.

Their accuracy has taken a significant decline over the last couple of years. Their customer service has had some issues, but seems to be improving with new ownership (Euromoney). They have recently had problems with their Salesforce integration package. Review collected by and hosted on G2.com.

I appreciate how quickly I can get a broad base of information about someone and a number of different indicators that help me to understand their wealth. Review collected by and hosted on G2.com.

I have not been very impressed with the prospecting tool but I think I need to spend more time with it to refine it. I also am unsure how frequently WE updates the information on a constituent. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

My least sophisticated clients can use with little to no training. Review collected by and hosted on G2.com.

Nothing comes to mind. Each of the projects I've executed went well. Review collected by and hosted on G2.com.

The data is comprehensive and when it is correlated correctly it provides a clear picture of a person's net worth and philanthropic priorities. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

So far in my 14 months of using Wealth Engine, I have not found anything that I dislike. Review collected by and hosted on G2.com.

I've been using it for at least 4 years now and this new version is easier to use. I see more accuracy in the Charity category and can determine if that donor has given to all these non-profits or not. I really like searching by Address so I can see (all) the profiles of people who either live or have lived there. If there is a relationship, I can know more about my donor from this quick and easy software serch Review collected by and hosted on G2.com.

I do not use any other portion of the software so as I research donors on the site, I find nothing I dislike Review collected by and hosted on G2.com.