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Wealth screening

Last post 02-22-2010 8:22 AM by Fran Kantor. 2 replies.
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  • 02-19-2010 5:20 PM

    Wealth screening

    Hello

    If you have used a wealth screening tool at your organization, which one and how did you integrate it with RE so that you could save the data in your database?

    Thanks

  • 02-19-2010 5:20 PM In reply to

    Re: Wealth screening

    We are looking at Wealth Engine, iWave and Wealth Point through blackbaud

  • 02-22-2010 8:22 AM In reply to

    Re: Wealth screening

    We used Wealth Engine.  The way it works initially is that you send them a file with your records, they do the research and send it back to you.  You then upload it to Raisers Edge and, if you have the Prospect module, the research data is populated in the individual records.

    Fran Kantor, CFRE
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