iWave's Smart Match feature is one of my favorite tools because it's a great way to quickly jumpstart wealth screening for an individual or couple. It helps identify the correct person and gives me a strong starting point for further research.

Another feature I use regularly is the reverse address lookup. Being able to enter a known address and uncover additional properties associated with that prospect has been incredibly helpful for building a more complete picture of their real estate holdings. I've found properties this way that I may not have discovered through a standard search.

The interface is also very intuitive and easy to navigate. I appreciate being able to display up to 25 search results at once, which lets me review multiple potential matches efficiently without constantly switching pages. Overall, iWave has become the prospect research tool I rely on most. It saves significant time, especially for a small development shop where efficiency is essential. Review collected by and hosted on G2.com.

Overall, I've had a great experience with iWave, but there are a few workflow improvements that would make it even more efficient.

One of my biggest pain points is that the profile search defaults to "Just My Profiles" every time. Since I almost always search "All Profiles," having the option to save that as the default or toggle it permanently would eliminate an extra step from nearly every search.

Another challenge is navigating between a prospect profile and other research tools within iWave. If I'm viewing a profile and then open 360 Search or another data source to gather additional information, I have to search for that prospect again to reopen the profile. Keeping the current profile open or allowing it to remain pinned while navigating between tools would make it much easier to refresh capacity scores and update profiles without interrupting my workflow.

Finally, I would love to see the mass wealth screening lists display the estimated giving capacity value, not just the capacity range. Currently, the estimated value is only available after exporting the results. Having that information visible directly within the screening list would make it much easier to prioritize prospects and analyze results without the extra export step. Review collected by and hosted on G2.com.