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Ratings and Reviews 0 Ratings
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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 SmartAid?
SmartAID is an innovative online platform tailored for managing donor information and enhancing fundraising strategies. It boasts an intuitive interface paired with advanced data mining techniques, allowing users to navigate insights and obtain vital metrics and analytics that pertain to their fundraising activities. The Cariplo Foundation has launched a Capacity Building program designed to support non-profit organizations in refining their operational processes, organizational structure, and workforce capabilities. We encourage you to contact us to initiate discussions on creating a collaborative project, with areas of focus potentially including Training, Coaching, and Technical Assistance to bolster your organization's capabilities. Key performance metrics such as Redemption, which assesses the proportion of donations received relative to the number of solicitations made, and Contribution for Ever, which evaluates the total donation amount against the number of requests issued, are also critical for measuring the effectiveness of fundraising initiatives. Furthermore, it is essential for organizations to grasp the concept of Average Donation, which signifies the average gift amount, as this understanding can significantly impact the enhancement of their fundraising strategies. By working together, we can delve into how these metrics can effectively propel your organization toward achieving greater success in its fundraising endeavors. Ultimately, our collaboration could lead to innovative solutions that elevate your fundraising outcomes.
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
$333 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
Moxoff
Date Founded
2014
Company Location
Italy
Company Website
www.smartaid.it/
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
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