WealthEngine provides clear and simple wealth ratings for our prospects. In addition to that, they offer other innovative products like real-time prospect modeling which allow you to get to know your donors in a different way. Review collected by and hosted on G2.com.

The results page can use some work. Sometimes the results lag a bit to load and it's hard to keep them neatly organized. Review collected by and hosted on G2.com.

WealthEngine offers a great wealth database. Its simple Salesforce integration helps us target our email campaigns, track campaign influence, and even plan personal outreach. Would recommend. Review collected by and hosted on G2.com.

The Salesforce integration with WealthEngine can be a bit clunky. For instance, I have to set different contact page layouts by profile so non-WE users don't see an error where the app should appear. Review collected by and hosted on G2.com.

First off I love the fact that Wealth Engine continues to innovate their product. Every year since we have had wealth Engine they have added some type of new service. The support and sales people are wonderful to talk with and very helpful. They are by far and wide the best ones doing what they do with their their integration with salesforce. Review collected by and hosted on G2.com.

The only thing that is somewhat negative is the price. It is by far the most expensive app that we subscribe to on an annual basis. However, the information that we can gather and insight that we can gain into our donor base is well worth the price tag. Review collected by and hosted on G2.com.

It is really a means of streamlining the research process. All of the information is publically available through basic google and local property record searches. That said, it does the job fine. Review collected by and hosted on G2.com.

Not the slickest interface/design. duplicate real estate records. outdated and incomplete charitable giving history. Review collected by and hosted on G2.com.

This product is easy to use. HelpDesk and training staff are very helpful to both teach and answer questions. Review collected by and hosted on G2.com.

We began to use WealthEngine without any training. The problem was ours, not theirs. We failed to take advantage of the resources available and therefore did not use the software to its fullest potential. Review collected by and hosted on G2.com.

Provides at your fingertips (keyboard) information on your donor pool to provide better prospecting opportunities from your donor pool. Review collected by and hosted on G2.com.

It can be expensive for smaller non-profits. Review collected by and hosted on G2.com.

It is incredibly easy to find what you are looking for - wealth capacity, propensity to give, bequests, etc. Review collected by and hosted on G2.com.

Profiles aren't the easiest to digest. I wish WE offered more customizations here. Review collected by and hosted on G2.com.