Integrations

Make Your Data Work the Way You Want

The systems you rely on don’t always speak the same language. You could have sales or donation data and contact information in one system and membership or loyalty history in another. You need all of your platforms to play nicely so that you can work efficiently and see a complete picture of your customer, donor, or member.

WealthEngine integrates your systems a through scalable, real-time integration. We work with the leading providers to offer strong partnerships and integrations that let us deliver solutions that work even better for you.

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Work Smarter, Not Harder

Our actionable wealth and lifestyle insights can’t help you if you can’t easily integrate them into your daily operations. That’s why we integrate our data into all major CRM systems and DMSs. So you can get the best data directly into the systems you use everyday.

WealthEngine Has You Covered

With over 35 integrations and counting, we make it easy to add our wealth and lifestyle insights to your business processes. We are integrated with leading providers like Salesforce and Ellucian, and are compatible with Blackbaud’s RaisersEdge. For a full list of partners, please visit our partner directory.

Our integrations establish a powerful link between WealthEngine and your system, providing instant, valuable, and easy access to comprehensive wealth and lifestyle insights. This allows you to find, understand, and engage with wealthy prospects directly in your instance.

Contact Us

Call us at 844.392.6827 to find out more.

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