WealthEngine Overview
WealthEngine is a third party prospect research application that assists organizations in maximizing their fundraising return on investment. WealthEngine connection users must be assigned as members of the Security Group named WealthEngineGroup. If the user is not in that Group, the WealthEngine functionality will not appear.
netFORUM uses the following WealthEngine components:
- WebConnect
- ProspectLink
- FindWealth Screening Services
The Import WealthEngine Results function is available from the WealthEngine group item. For more information on WealthEngine, visit http://www.wealthengine.com.