WealthEngine Integrated into Your CRM

WealthEngine Integrated into Your CRM

January 31, 2018

WealthEngine has you covered.

With over 35 integrations and counting, WE makes it easy to add wealth intelligence to your business processes. WE is integrated with leading providers like Salesforce and Ellucian, and is compatible with Blackbaud’s RaisersEdge. So you get all of our wealth data, profiles and scores and ratings, and you can import it into your records from within your own DMS or CRM system.

Is your DMS or CRM listed below? Contact us today to see how WE can integrate our rich wealth and lifestyle data directly in to your system. Don’t see yours? Check our partner directory for a comprehensive list of all our valued partners.

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