WealthEngine

WealthEngine’s original search platform, FindWealth Online, has provided users with prospect research solutions that have helped thousands of organizations raise millions of dollars in donations. Now, we have revamped our core search tool to bring users FindWealth 8, the next generation of wealth intelligence. So what exactly are the differences between the search platform users have come to know, and the new FindWealth 8 (FW8)? Let us spell it out for you.

Change can be hard as well as exciting.  All of us have experienced learning a new user interface on a software product we are familiar with such as Microsoft Office or MapQuest.  Designing a user interface allows you to exercise creativity but at the same time, you have to keep in mind your users and their needs.   For FindWealth 8’s new user interface, the goal was to make using FindWealth 8 more intuitive for new/ infrequent users as well as to make the product efficient for frequent or power users.

The new design focused on showcasing the tasks that you want to perform.  In FindWealth 8, you can navigate by task across the top 6 tabs: Home, Search, Prospecting, Data Screening, Reports and My Results.  Learn a little about each tab below.

Tony Glowacki shares how WealthEngine’s new ratings & scores deliver deeper insight into your donors and prospects. The end result is better, faster and more accurate fundraising strategy.

How well do you know your donors? Have you clearly identified your target prospects? Looking beyond screening, the benefits of modeling and analytics allow deep identification of prospects that “look like” other donors.

Since our last newsletter, WealthEngine has enhanced our research products for the United Kingdom, adding  three new data sets to the UK services: Matrix Investor Data, Top Wealth Profiles, Marquis Who’s Who.

Matrix Investor data identifies private investors and provides an estimated private investment portfolio. With over 2.7 million Matrix Investor records, the data includes ten fields including the number and type of investments, investor category, and estimated portfolio values.