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Wealth Point

Last post 05-18-2006 8:48 AM by Ellen Harris. 1 replies.
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  • 05-17-2006 1:36 PM

    Wealth Point

    Does anyone utilize Wealth Point or Wealth Point online? If so, can you tell me some of the pros and cons? We are looking to purchase and want to know how well it works.
  • 05-18-2006 8:48 AM In reply to

    • Ellen Harris
    • Top 200 Contributor
    • User Since: 2001
    • Posts 42
    • Organization: Conemaugh Health Foundation
    • Products:  The Raiser's Edge

    Wealth Point

    We ran our database through Wealth Point and Prospect Point a year or so ago. The way it worked then was what they determined as the top 1,000 constituents were wealth researched. The only problem was that some that we really wanted researched didn't have alot of information and weren't included in that top 1,000 group. Also, there wasn't any integration between Wealth Point and RE (we don't have the Search module). I had to manually produce the profiles and attach them to the constituents records. I think some updates may have been made since then though. Ellen Harris Conemaugh Health Foundation [Email Removed]
    Ellen Harris
    Conemaugh Health Foundation
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