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What is WealthEngine?

The WealthEngine Platform distinguishes itself within the market by offering unmatched wealth intelligence and advanced prospect research tools. By leveraging this platform, you gain critical insights that facilitate the identification, understanding, and efficient connection with high-net-worth prospects. With WealthEngine 9, you will achieve an exceptional comprehension of your prospects, donors, and clients through its cutting-edge features, which harness machine learning to sift through an impressive half a trillion data points. This meticulous analysis generates 250 million pre-scored profiles, updated over 5 million times weekly, that provide extensive insights into an individual's potential engagement, financial status, and propensity to support your organization, all available through an API. By employing insights from the innovative donor pyramid and wealth modeler, you can pinpoint your most promising prospects and growth opportunities while effectively categorizing your contacts. Furthermore, you can refine your outreach strategy by tailoring communications based on diverse criteria such as net worth, giving potential, historical donation behaviors, investible assets, and spending habits, all seamlessly integrated within your CRM system. This holistic methodology not only optimizes your engagement initiatives but also significantly boosts the likelihood of fruitful interactions, ensuring that your organization can maximize its impact and reach.

What is ResultsPlus?

ResultsPlus nonprofit CRM software empowers organizations to develop and implement strategies aimed at nurturing significant donors, improve their recurring donation initiatives, send iCal email attachments for scheduling with field officers, and organize their constituents in numerous ways. Beyond these features, users can perform comprehensive research on donors within ResultsPlus to uncover valuable insights into their financial capabilities. If you're looking into facilitating online donations, we have comprehensive solutions in place as well. Moreover, all these functionalities are accessible through our fully integrated dashboards and overviews, which enable you to evaluate your ongoing performance, monitor the positions of your prospects in the giving pipeline, and provide major gifts officers and account managers with a clear visual representation of their contacts' statuses. In addition, you can automate report distribution to stakeholders, analyze the success of your campaigns, appeals, and funds, and also assess the performance across different segments. This is just the beginning of the myriad ways ResultsPlus can elevate your nonprofit's fundraising initiatives and strategies, ensuring that you can reach your goals more efficiently. The possibilities for refining your outreach and enhancing engagement tactics are boundless.

Media

Media

Integrations Supported

Charityproud
StratusLIVE
Tessitura
Total Community Manager

Integrations Supported

Charityproud
StratusLIVE
Tessitura
Total Community Manager

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$200 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

WealthEngine

Date Founded

2000

Company Location

United States

Company Website

www.wealthengine.com

Company Facts

Organization Name

ResultsPlus

Date Founded

1979

Company Location

United States

Company Website

www.resultsplussoftware.com

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Categories and Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

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