Available Services
FindWealth Online
A web-based research tool with immediate results on individuals, nonprofits, foundations and companies. With each look-up, all the source databases are scanned for the latest information and then compiled. You access the most current data on valuable hard asset information like real estate, pension and income, as well as philanthropic and biographical data.
FindWealth Screening Services
Screen all or just a segment of your DonorPerfect database against Wealth Engine’s data services. This data analysis applies statistical models to calculate ratings and scoring for each matched record. Summary information can be easily imported back into your DonorPerfect database for further reporting and filtering. The result is clear, comprehensive information that you can take from desktop to donor meeting.
This service delivers over 42 defined fields of data, which SofterWare will import directly into DonorPerfect as part of our value-added service - a savings of over $600!
Additional WebService Options:
WebConnect for DMS - This provides a WealthEngine lookup button directly from within DonorPerfect. This one-click access to FindWealth Online (subscription required) provides up-to-the-minute detailed wealth information and includes all rankings and ratings.
Pinpoint - This add-on service allows you to track and update key stock information for a company or its corporate executives.
Dialog NewsRoom - Monitor transactions and news with automatic email alerts via Dialog’s push technology of more than 10,000 media sources.