Products & Services
FindWealth Online - a one-name-at-a-time, web-based research tool with immediate results on individuals, public companies, nonprofit organizations, and foundations. Use FindWealth Online to qualify high-net-worth clients and prospects. With each look-up more than 25 top databases are scanned for the latest information and then compiled into an easy to read, easy to print profile. There is no wait; results are posted within seconds.
Access valuable hard asset information such as real estate, income and pension, stock ownership as well as philanthropic and biographical data. Use our news alert service to track your targets—clients, prospects and/or companies. Save results in your own history section and create folders for groups like clients, prospects and special event attendees. More Information
FindWealth Screening Services - a list-driven data mining tool for small to large numbers of client or prospect records. WealthEngine's unique process, called Loop Analysis, runs your records through more than 25 data sources over and over again as each new piece of information is found so no detail is missed—a spouse, another property address, etc. Once Loop Analysis is completed, we apply statistical models to calculate ratings and scoring. The result is comprehensive information that allows you to target and cultivate important relationships. More Information
Products that may be added to your FindWealth Screening include:
- WebConnect - link your FindWealth Screening to FindWealth Online for quick updates.
- WebConnect for CRM - links from a specific record in your Customer Relationship Management system to FindWealth Online or your FindWealth Screening. It is a useful interface for organizations wanting to link and update their CRM with the latest information on customers and prospects.
- WebExpress - ongoing FindWealth Screening Services for financial services professionals with a regular influx of new prospects. Use WebExpress on a daily, weekly, monthly or quarterly basis. More Information
- Data Enhancement - Improve the success of your findings and keep information current by updating your donor or prospect lists with National Change of Address (NCOA) updates, date of birth and age overlays, email appends and phone appends.
Dialog NewsRoom - a global news source. Drawing from approximately 11,000 publications, the database covers leading newspapers, business magazines, and news wires. It is comprised of abstracts and full text records from the trade, business and scholastic journals; local, regional, national and international newspapers; as well as regional business publications, industry newsletters, broadcast transcripts and corporate news releases. Dialog Alerts use push technology to drive news alerts straight to your email so you always know when your target is making news.
Pinpoint - a directory of stock information dating back to 1986. This service, previously owned by Wealth ID (originally a division of Thomson Financial), provides a detailed breakdown of an individual’s stock holdings by transaction type. It also outlines stock options, both vested and unvested, providing maturation dates and strike prices. Search based on individual, company or foundation.
FindWealth -- UK & FindWealth Screening -- UK - products specifically designed for research in the United Kingdom. With data sources exclusive to the UK, these tools are useful for researching international clients.
Prospect Qualification Training & Support - tenured researchers provide training to you and your colleagues on how to increase the value of your research efforts. The trainings can be an effective way to educate all of your staff on the value of WealthEngine research services. These training sessions are tailored to your needs and may be conducted in-person or via online webinar.
Contact our Sales Department for details.
