MarketSmart WealthEngine

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MarketSmart:

About

You need to build relationships with wealthy, passionate, and philanthropic minded donor prospects. Perhaps you already analyzed your donorsโ€™ giving histories, wealth-screened your list, and conducted intensive prospect research. So you might have information. But what you really need is engagements โ€“ meaningful conversations with qualified donor prospects. Our Engagement Fundraising software-and-service-duo helps fundraisers get meetings with the most passionate and wealthiest supporters at the right times when they are interested in finding meaning in their lives through giving. Both you and your supporters will love the Engagement Fundraising process because itโ€™s truly donor-centric, leveraging technology to cost-effectively support your relationship-building effortsโ€”with less pressure and more joy.
WealthEngine:

About

The WealthEngine Platform leads the market in delivering the best wealth intelligence and prospect research. When youโ€™re using The WealthEngine Platform, youโ€™re finally getting the insights you need to find, understand and engage wealthy prospects. Know your prospects, donors and customers better than you ever thought possible. The WealthEngine 9 platform applies machine learning to half a trillion data points, creating 250 million pre-scored profiles with over 5 million refreshes weekly to give you detailed insights into an individualโ€™s propensity, capacity, and intent to engage with your organization โ€“ all available via API. Find your best prospects and expansion opportunities using insights from the industryโ€™s first donor pyramid and wealth modeler that automatically segments your contacts. Prioritize and personalize your outreach based on net worth, giving capacity, donation history, investible assets, propensity to donate, invest and spend, and much more โ€“ right from your CRM.
MarketSmart:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
WealthEngine:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
MarketSmart:

Audience

Nonprofits and fundraising organizations
WealthEngine:

Audience

Nonprofit fundraisers
MarketSmart:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
WealthEngine:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
MarketSmart:

API

Offers API Not Supported
WealthEngine:

API

Offers API Not Supported
MarketSmart:

Screenshots and Videos

WealthEngine:

Screenshots and Videos

MarketSmart:

Pricing

$240.00/year
Free Version Supported
Free Trial Not Supported
WealthEngine:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
MarketSmart:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
WealthEngine:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
MarketSmart:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
WealthEngine:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
MarketSmart:

Company Information

MarketSmart
Founded: 2008
United States
imarketsmart.com
WealthEngine:

Company Information

WealthEngine
Founded: 2000
United States
www.wealthengine.com
MarketSmart:

Alternatives

WealthEngine:

Alternatives

iwave

iwave

Kindsight
MarketSmart:
Bloomerang CRM

Bloomerang CRM

Bloomerang
2.5 out of 5 stars
WealthEngine:
MarketSmart:
iwave

iwave

Kindsight
WealthEngine:
MarketSmart:
WealthEngine:
MarketSmart:
WealthEngine:
MarketSmart:

Categories

Fundraising Supported
Nonprofit Supported
Wealth Screening Supported
WealthEngine:

Categories

MarketSmart:

Fundraising Features

Alumni Management Supported
Auction Management Supported
Campaign Management Supported
Contribution Tracking Supported
CRM Not Supported
Donor Management Supported
Event Management Supported
Gift Matching Management Supported
Grant Management Supported
Membership Management Supported
Mobile Giving Not Supported
Payment Processing Not Supported
Pledge Management Supported
Prospect Management Supported
Raffles / Lotteries Not Supported
Recurring Giving Not Supported
Volunteer Management Supported

Nonprofit Features

Accounting Not Supported
Committee Management Supported
Donor Management Supported
Dues Management Supported
Event Management Supported
Fundraising Management Supported
Member Database Not Supported
Membership Management Supported
Social Media Management Not Supported
Volunteer Management Not Supported
WealthEngine:

Lead Management Features

Activity Tracking Not Supported
Campaign Management Not Supported
Lead Capture Not Supported
Lead Distribution Not Supported
Lead Nurturing Not Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Not Supported
Prospecting Tools Supported
Source Tracking Not Supported
MarketSmart:

Integrations

Charityproud Not Supported
NationBuilder Supported
StratusLIVE Not Supported
Tessitura Not Supported
Total Community Manager Not Supported
WealthEngine:

Integrations

Charityproud Supported
NationBuilder Not Supported
StratusLIVE Supported
Tessitura Supported
Total Community Manager Supported
MarketSmart:
Claim MarketSmart and update features and information
Claim MarketSmart and update features and information
WealthEngine:
Claim WealthEngine and update features and information
Claim WealthEngine and update features and information