Contact us today to find out how WealthConnect can help your organization.
capabilities with just
about every DMS/CRM
platform used by
Find out how WealthConnect can help your organization improve the effectiveness and efficiency of its prospect research and fundraising process.
- Link from a specific record in your DMS or CRM directly to FindWealth Online to access a donor or prospect’s wealth profile
- Pull essential prospect information directly into constituent records within your DMS or CRM in real time
- Pull over 50 data elements from WealthEngine directly into your DMS or CRM such as the prospect’s Propensity to Give (P2G) score, estimated giving capacity, real estate holdings, board memberships and stock holdings