Easily Sync and Automate Your Wealth Data
WealthEngine Connector for ImportOmatic
There’s never been a more flexible and robust way to export, format, screen or sync your WealthEngine data with Raiser’s Edge. Say goodbye to restrictive workflows and hello to direct and flexible integration that empowers your wealth screening abilities.
- Screen any individual, even non-constituents
- Works with both WealthEngine profiles
- Pick a query and go!
- 100% prevention of duplicate records
- Integrate your data on donor prospects
- View the full picture of constituent engagement
- Use either a Basic profile or Full profile
- Screen and determine relevant information to save