WealthEngine Product Update December 2020

In one of our most impactful releases of the year, the WealthEngine 9.5 release today lays the groundwork for a new and improved technology infrastructure resulting in better performance and a quick customization of new data sources.

New Security Requirement for Admins

We at WealthEngine take the security of your data seriously and constantly strive to improve the protections we offer. As noted in our September press release, MFA has been developed to enhance the security of our platform. With our latest 9.5 release this feature is turned on for our customer administrator accounts to comply with SOC2 security requirements and industry best practices.

Key Data Refreshes and Updates

We have updated more than 324K Executive and CEO job titles and added more than 20K Insider Stock Transaction records and 300K+ Charitable Donation records.

Collectively, we have added a total of 13,373,342 new organizations, updated a total of 17,683,714 existing organizations, and a total of roughly 6,961,698 existing organizations who’s total employees or sales/revenue has changed.

Locate Nonprofits, Foundations and Corporations

Search for foundations along with nonprofits and businesses and filter the results with location, NAICS codes, NTEE codes, number of employees, amount of assets, contributions or grants or search by key people.

Experience our newly redesigned results and profile features and easily segment creation of profiles and obtain additional details about each organization.

Cascading Search Flows and Expanded Input Fields

Introducing “advanced search” with additional fields for quality of match. Our open API now implements cascading search flow which uses name, address, email & phone to find the best match. Send up to three addresses, emails, and phones for matching. Search fields also include spouse name and gift giving details which allows the ability to define and include these additional input parameters for improved matching.

Improved Performance and Backend Technology

Experience improved performance with massive internal infrastructure improvements. Get additional data improvements and refinement over time.

Thanks for reading our monthly update. To get started with our newest features and access continuously refreshed data and latest insights about your donors and prospects, login to the platform today.

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