WealthEngine - INSART

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WealthEngine

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Products / Services
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About

WealthEngine, Inc. is the leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial services, and luxury brands. Approximately four thousand clients use WealthEngine’s products and solutions for comprehensive consumer insights.

Contacts

https://www.wealthengine.com/

info@wealthengine.com

https://www.facebook.com/WealthEngine

https://www.linkedin.com/company/wealthengine/

https://twitter.com/WealthEngine

Products / Services

WealthEngine 9 (WE9) platformWealth SearchWealth ScreeningProspecting MarketingDonor & Client AnalysisDonor & Client Modeling

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 3

Partnership: 0

Dun & Bradstreet

Account Aggregation, Analytics, Automation, Content Management, Content Management, Financial Planning, Investment Research, Portfolio Management, Risk Profiling, TAMP, Wealth Management

Dun & Bradstreet is a provider of commercial data and analytical insights for businesses. It delivers Dun & Bradstreet Data...

Integrations: 13

Partnership: 0

Salesforce Financial Services Cloud

CRM

Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial...

Partnership

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