Understanding the power and insights around the data WealthEngine uses to create our WealthGraph, consisting of 250 million individuals throughout the Nation, might be complex; however, it’s valuable to our clients.

Core to the products WealthEngine builds is our WealthGraph, comprised of: multiple data points, wealth analytics and social connections on individuals. This is what makes our platform unique.

WE Prospect, driven by the WealthGraph, enables users to build and construct custom queries of multiple attributes containing geographic,...Read more

Last week, our team, along with over 150,000 of Salesforce’s closest friends descended upon San Francisco for Dreamforce 2015.

Our goals for attending Dreamforce were as follows:

Every year, business leaders from around the country convene together at Dreamforce for a week of inspiration and learning to bring actionable tactics back to their teams. This is WealthEngine’s fourth year at Dreamforce and we keep returning every year because we see the value Salesforce brings to the industries we serve. It’s why we’ve decided to partner with Salesforce and invest resources to bring our solution to the AppExchange. We’re also proud of our growing relationship with Salesforce and our inclusion in the Sales Analytics Cloud.

If you aren’t familiar with WealthEngine...Read more

According to a recent study commissioned by RealSelf, one in five American women is currently pursuing or planning to pursue plastic surgery.  At today’s rates, these women represent an estimated market of more than $75 billion*, with an additional $12 billion coming from the 24 percent of women who are planning to use less invasive procedures...Read more

Are you going to Dreamforce?

Our team is looking forward to meeting you there, you can find us in the exhibit hall and the Foundation Zone. We can’t wait to show you the recent features we’ve added along with our options for integrating WealthEngine into Salesforce.

Have you seen WE Prospect yet?

...Read more

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Call us at 877.927.8071 to find out more.

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