We use WealthEngine on a daily basis to estimate certain wealth attributes of alumni in our database. I like how easy it is to use and I also like that the information provided is straight-forward and easy to interpret. Review collected by and hosted on G2.com.

There really isn't anything I dislike about WealthEngine. This is by far my favorite product I use for work. It is also the easiest. I feel confident that the information provided is accurate. Review collected by and hosted on G2.com.

Wealth Engine's search is easy to use. The results offer a lot of information. I really like that they show previous known addresses. Review collected by and hosted on G2.com.

At time some of the information that comes back is outdated or wrong. Review collected by and hosted on G2.com.

I have my reports set up to sync daily, so I know the exact time they will be there. It's helpful during a busy day. Review collected by and hosted on G2.com.

I know I don't use this to the fullest, I need to spend some time learning more about the program. Review collected by and hosted on G2.com.

Wealth Engine provides solid reporting that we have found to be generally accurate. When there's a match to find, WE has generally found it, and while the data isn't always perfect, it's a good indicator for where to start with fundraising and targeting mid and major level donors. Review collected by and hosted on G2.com.

Batching data in and out of WE is frustratingly opaque, and the customer service leads something to be desired. Sales team also employs some rather shady 'used-car-dealer' negotiation styles - we were given the classic "we have this sale until friday at 4pm, it's the lowest ever, but you have to agree now, and we definitely can't offer the sale price next Monday which is when we are available to answer your questions about the product."

One final dislike - WE changed the way their data was reported a year or two ago, meaning there are now discrepancies between our data sets, which makes it hard to do comprehensive reporting for multiple years. Review collected by and hosted on G2.com.

What I like best about Wealth Engine is the ability to connect everything directly into our CRM, Salesforce. It makes reporting, communication, and all the tools easier to use! Review collected by and hosted on G2.com.

I do not like that you have to pay for all users to see the data in Wealth Engine and that was actually miscommunicated to me in the sales process. Review collected by and hosted on G2.com.

Wealth engine makes it easy to focus attention on high-dollar donors, especially when conducting outreach to potential new donors. Review collected by and hosted on G2.com.

Some of the information is not always accurate, which can make things difficult. Review collected by and hosted on G2.com.

The program has many areas that it can help a company with Review collected by and hosted on G2.com.

Disappointing customer service and communication. The representatives are unresponsive and not helpful so much so that we discontinued use Review collected by and hosted on G2.com.

Ease of use - to find basic information on prospects/donors. Information such as real estate holdings is pretty easy. Review collected by and hosted on G2.com.

Not necessarily up to date, and an overreliance on real estate holdings for estimated capacities of giving. Review collected by and hosted on G2.com.

Being able to search on donors and find their financial information to prospect Review collected by and hosted on G2.com.

Nothing at this moment. I really enjoy using the tool. Review collected by and hosted on G2.com.

I like that all the data for an individual can be seen on one page. Most data is good but all of it needs to be verified as some data changes quite rapidly especially for large donors. Review collected by and hosted on G2.com.

Verification can be cumbersome. It can be hard to identify what is historical data and what is current data. For full integration with Salesforce their is a monthly cost per user. as a nonprofit this was out of our budget. Review collected by and hosted on G2.com.