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WealthPoint Online Having a wealth profile for your prospects is great. But what about when things change or a fundraiser heads out on the road? Can you always make sure that your staff members have the most up-to-date information? With WealthPoint Online, you can.
We provide prospect research data online, in real time – you'll receive detailed profiles on prospects in minutes. It’s live 24 hours a day and operates just like a search engine, exploring the most respected prospect research data sources to find and return the most current, accurate information on your prospects.
Create a profile that’s customized to the needs of your organization. Not only will you always have the most recent information, but with WealthPoint Online you can choose how you access your data. You can download it directly into The Raiser’s Edge or The Researcher’s Edge or you can access it through our online interface.
WealthPoint Online can help you:
- Download comprehensive wealth profiles online — quickly and easily
- Get a complete picture of prospect assets by receiving spouse information on searches
- Research your way — choose between strict and relaxed matching logic
- Make a good impression by quickly determining a prospect’s potential to give a planned or major gift before you meet
- Maximize gifts by asking for the right amount at the right time
- Determine the wealth potential of your entire database from any location — all you need is an Internet connection!
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