WealthEngine and SofTrek Announce Partnership to Deliver Powerful Integrated Fundraising Solutions

WealthEngine and SofTrek Announce Partnership to Deliver Powerful Integrated Fundraising Solutions

May 6, 2015

WealthEngine (WE), the leading provider of predictive marketing analytics and audience development services, is pleased to announce its new partnership with SofTrek Corporation, developer of ClearView CRM fundraising software. This new relationship was built upon a shared goal― supporting clients in achieving fundraising results.  Together, both companies can offer a comprehensive and cost-effective program for fundraising, donor relations and marketing.

“With 25 years of experience helping nonprofits raise more money, SofTrek is expert in supporting the work of fundraisers and their organizations,” stated Robert Girardi, president and chief executive officer, SofTrek.  “Nonprofit organizations, especially those with large, complex fundraising functions, rely on us to be their fundraising technology partner. Being able to access WealthEngine’s powerful wealth intelligence directly through our database will provide a richer and more integrated view of their constituents.  By integrating this sought-after data, we can provide a more streamlined reporting environment, allowing clients to segment and engage with high-potential constituents with less effort and more precision.”

WealthEngine and SofTrek will continue to embark on joint marketing activities, targeting mutual clients with a need to leverage powerful donor intelligence, database management, and marketing programs.

“WealthEngine’s proprietary wealth and P2G (Propensity to Give) scores are an critical complement to SofTrek’s ClearView CRM platform as a way to fill a market need to integrate in-depth donor intelligence with wealth insight,” said JB Rauch, Vice President of Channels at WealthEngine.  “Our insights empower nonprofits to access powerful insights and target, segment, and engage their best donors.”

For more information on WealthEngine’s wealth intelligence solutions, visit WealthEngine or contact JB Rauch, VP, Channels at 240.786.3493 or email jrauch@wealthengine.com.  For more information on SofTrek products and services, visit www.SofTrek.com or contact  Steve Birnbaum, vice president of client solutions, at 800.442.9211 or sbirnbaum@softrek.com.

About WealthEngine
WealthEngine™, Inc. is the leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial services, and luxury brands. Approximately four thousand clients use WealthEngine’s products and solutions for comprehensive consumer insights. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom.

About SofTrek
SofTrek Corporation has more than 25 years of experience successfully helping nonprofits raise money. Its flagship product, easy-to-use ClearView CRM, offers constituent-relationship management, operational tools and reporting to help nonprofits deepen constituent relationships, manage fundraising activities, and make informed decisions.

Press Contacts
Robin Bectel, Allison+Partners | 703.244.2242 | wealthengine@allisonpr.com
Jackie S. Graziano, WealthEngine | 240.483.4912 | jgraziano@wealthengine.com

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