Our company uses WealthPoint for its constituents as part of our prospect research in RE7. Can WealthPoint be used for non constituents as well? Does anyone know if it's Web-based? Right now I'm doing a comparison of WealthPoint, WealthEngine and DonorSearch to see what we get on different prospects.
Hi Diane -
With your current WealthPoint subscription, you also have access to www.wealthpoint.com, where you can perform one-off lookups. That site does not connect to The Raiser's Edge, so it is a great place to run wealth searches on non-donors and others who've not yet been added into RE. We also have another tool, called ResearchPoint, that can house both donors and non-donors, and gives you a great place to research and segment prospects before integrating them back into RE. This particular product is completely web-based, which makes it great for any organization who has users working from home or from different locations, but it can still link back to your RE database.
It would be great for your peers to chime in as well, but I wanted to make sure you knew what services were available to you.
Thanks,Kelly DewaldProduct Support Lead, Target Analytics