FindWealth Online
FindWealth Online provides immediate online access to information on prospects. Subscribers are given a username and password and are able to conduct unlimited searches. This web-based research tool offers immediate results on individuals, board members, private companies and public corporations.
Access hard asset data such as real estate, pension and income, as well as philanthropic and biographical data. The search results are posted within seconds, and can be saved in your history section. You may subscribe to either or both a US and a UK-based version of this service.
Simple Search
The Simple Search process can be used to meet several, specific research goals. Some examples include finding an address on a name of which you have incomplete information, finding family wealth or public information missed because information is stored under a different name or at a different address. The match process searches on a name and a piece of geographic information: either state, city and state, or zip code. The search results return matches which match to the name or parts of the name. The results include the possible names and other identified information specific to each data source.
Advanced Search
The Advanced Search page allows the user to instantly search all available databases, providing the most complete information in a single search. Additionally, the user is able to include optional information, such as spouse’s name, age indicators, and database ID. Some of this information can assist in the search and Estimated Giving Capacity calculation, while other information can be useful when exporting information or referring to results in the future.
In order to perform an Advanced Search, the user must have at least the individual’s first name, last name, city, state, and zip code. The required fields are marked with asterisks. Once the user has entered the search criteria, he/she should click the “Search” button.
WebExpress
Working in conjunction with the FindWealth Online, WebExpress is an ongoing screening service for clients with a regular influx of new prospects. This provides the client with an opportunity to quickly run a large number of prospects through FindWealth Online. Once the user submits a file (using the Express link on the WealthEngine website) containing the names and addresses of prospects to be reviewed, WealthEngine performs those searches and posts the results to the client’s history section within hours. The client may opt to use this service on a daily, weekly, monthly or quarterly basis. More on WebExpress
Contact our Sales Department for details.
