Alternatives to WealthEngine

Bloomerang CRM helps nonprofits raise more by turning donor data into deeper relationships. With a 360º view of every supporter, you can personalize outreach, boost retention, and unlock greater generosity—all in one intuitive, mission-driven platform.

Blackbaud CRM™ offers a robust solution for customer relationship management tailored specifically for large to enterprise-level nonprofit organizations. By merging unparalleled expertise in the nonprofit sector with top-tier fundraising and CRM software, Blackbaud CRM delivers integrated analytics, multichannel marketing, and data mining services that enable large nonprofits to foster stronger and more effective relationships. This comprehensive software solution not only leverages Blackbaud's extensive fundraising knowledge but also empowers nonprofits to enhance their fundraising initiatives. Navigate complex communication and fundraising challenges with a cohesive strategy that incorporates online giving, peer-to-peer fundraising, multichannel marketing, database segmentation, and effective web design. With Blackbaud CRM’s built-in prospect research tool, ResearchPoint™, organizations can eliminate uncertainty by accessing crucial insights regarding wealth capacity and philanthropic giving patterns, ensuring informed decision-making for future fundraising endeavors. Ultimately, Blackbaud CRM equips nonprofits with the necessary tools to thrive in an ever-evolving landscape.

Wealth-X Professional offers an extensive and meticulously curated database of research and insights focused on high net worth (HNW) and ultra-high net worth (UHNW) individuals. This platform features a vast array of records, making it an invaluable tool for financial institutions, nonprofit organizations, educational entities, and luxury brands aiming to connect with the ultra-affluent demographic. Establishing relationships with the extremely wealthy hinges on the ability to build trust, which requires a deep understanding of their unique needs, desires, and aspirations. Engaging with this elite group necessitates access to detailed research and carefully selected intelligence. By leveraging Wealth-X Professional, users can identify potential clients and donors tailored to their organization's specific requirements, as well as uncover connections within their existing networks. Additionally, Wealth-X Screening empowers organizations to effectively harness the potential of their customer and prospect information, enhancing their outreach capabilities. Ultimately, this comprehensive resource equips users with the necessary tools to navigate the complexities of the ultra-wealthy market.

Enhance your fundraising efforts with our user-friendly interface, contemporary aesthetics, and cutting-edge architecture. iWave stands out as the top choice for donor research among experts in the field. But what makes it so valuable? It offers a thorough collection of trustworthy wealth, charitable, and personal details on potential donors, ensuring that you approach the right individuals for the appropriate amounts at the ideal moments. Our wealth-screening feature allows you to identify potential donors who have both the means and the willingness to make significant contributions. By compiling data on wealth, philanthropy, and personal backgrounds, we create detailed prospect profiles tailored to your organization’s needs. This way, you can confidently make your fundraising requests without leaving your donor management system, as all the vital insights are conveniently available within our platform. With iWave, you can elevate your fundraising strategy and maximize your organization’s potential for success.

NPOAuthority’s software offers a groundbreaking solution for nonprofits aiming to refine their fundraising tactics through specialized prospect research. By incorporating leading-edge features from top industry providers like DonorSearch, NPOAuthority delivers an extensive array of tools for wealth screening and prospect analysis. This innovative software provides comprehensive insights into donor wealth, giving trends, and philanthropic preferences, allowing access to detailed profiles that encompass net worth, real estate assets, charitable donations, and business connections. These insights empower organizations to devise highly tailored, data-informed approaches for effectively engaging potential supporters. In addition to facilitating data collection, NPOAuthority stands out in wealth screening and evaluation, utilizing predictive modeling techniques to pinpoint the most promising prospects. Its sophisticated analytics work in harmony with your current donor database, significantly improving your capability to run focused fundraising campaigns. Furthermore, the intuitive interface ensures that teams of all experience levels can harness the software's full potential for maximum impact.

An integrated tool for fundraising analytics, data visualization, and wealth screening is essential for maximizing donor engagement. By utilizing this tool, you can gain valuable insights into your donor base and achieve tangible results. Relying solely on external data does not provide a comprehensive view of wealth and giving potential. Our solution combines your existing constituent and giving files with third-party data to reveal the full scope of your donors' capabilities. This allows you to easily pinpoint individuals who are ready for deeper involvement with your organization. Just as with any relationship, donors prefer personalized and relevant interactions. Our streamlined reporting not only saves you time but also highlights new opportunities and challenges within your outreach efforts. With GivingDNA, your portfolio is enhanced to help you surpass your fundraising targets ahead of schedule. Regularly refreshing your data monthly revitalizes your prospect list, ensuring you stay connected with potential supporters. Avoid the pitfalls of generic campaigns that only appeal to a limited audience. GivingDNA acts as your dedicated data analyst, empowering your team to make strategic decisions that drive fundraising success. Ultimately, investing in this tool means investing in stronger, more meaningful connections with your supporters.

Join the multitude of nonprofits leveraging ProspectView Online, an incredibly fast, all-encompassing, and user-friendly platform from DonorSearch. This solution enables you to identify, assess, and prioritize the most promising fundraising opportunities available. The ProspectView Online research tool effectively addresses a fundamental question that every fundraiser has regarding their donors: “Who possesses both the means and a demonstrated willingness to contribute generously to our mission?” Our perspective emphasizes that wealth alone does not guarantee generosity; rather, a combination of giving history and financial capacity significantly increases the likelihood of donations. By using ProspectView Online, you can bridge the gap between a donor's motivations and their financial ability to contribute. Dive into the largest philanthropic database in the world, showcasing the proven charitable giving records of individuals, organizations, and foundations. Not only can you uncover new prospects, but you can also verify their philanthropic interests by researching their past donations to similar causes based on category, name, and geographical location, ultimately enhancing your fundraising strategy.

Comprehend the capacity, affinity, and willingness of each donor to contribute, enabling revenue growth and the identification of optimal prospects for various campaigns or initiatives. Utilize our WealthPoint screening to examine all visible wealth indicators related to each prospect, which include real estate holdings, ownership of public company stocks, charitable donations, and nonprofit connections. Organize constituents based on their motivations and personalize stewardship approaches with Affluence Insight, our unique donor persona segmentation that incorporates anticipated wealth characteristics. Leverage ProspectPoint predictive models, enhanced by artificial intelligence and our extensive modeling expertise, to pinpoint the most promising donors for your programs and initiatives. Explore the vast searchable database of philanthropic contributions using Blackbaud Giving Search to uncover records of donations made to other organizations. ResearchPoint simplifies the process for your team to analyze and utilize the data effectively. Additionally, enhance your efforts with specialized workflows crafted specifically for nonprofit prospect researchers, allowing for greater efficiency and impact in fundraising endeavors.

You must build relationships with passionate, wealthy, and philanthropic-minded donor prospects. You might have already done extensive prospect research, wealth-screened your list and analyzed the giving history of your donors. You might have some information. You might have information. But what you really need are engagements - meaningful conversations and connections with qualified donors. Our Engagement Fundraising software-and-service-duo helps fundraisers get meetings with the most passionate and wealthiest supporters at the right times when they are interested in finding meaning in their lives through giving. Both you and your supporters will love the Engagement Fundraising process because it's truly donor-centric, leveraging technology to cost-effectively support your relationship-building efforts--with less pressure and more joy.

Enhance your decision-making capabilities by utilizing diligence profiles alongside customized reports that detail source wealth, affiliations, and potential concerns. By doing so, you can deepen your understanding of customers while effectively managing compliance and reducing regulatory risks through extensive intelligence. Delve into donor profiles for comprehensive insights regarding the financial capacity, previous contributions, affiliations, and lifestyles of High Net Worth Individuals (HNWIs). Additionally, you can explore liquid net worth to strategically cultivate relationships and improve engagement for successful fundraising efforts. Furthermore, gain valuable information about foundation affinities, historical donations, financial capabilities, interests, recent initiatives, and trustee details. This in-depth analysis equips you with vital knowledge necessary for making informed decisions and crafting strategic engagements that enhance your approach. With Diligencify's meticulously curated datasets focusing on both HNW and ultra-high net worth (UHNW) individuals, you can uncover insights that are unmatched in the industry. These insights will ultimately empower your organization to achieve its fundraising and engagement goals more effectively than ever before.

Our software designed for fundraising and relationship management enhances your return on investment in fundraising activities. It simplifies the processes of identifying, qualifying, and connecting with donors, thereby optimizing research efforts and boosting donations. CharityCAN empowers Canadian charitable organizations to discover potential donors by leveraging advanced big data technologies in fundraising, enabling you to make well-informed choices throughout the entire donor journey. Comprehensive donor profiles that include individual, foundation, and corporate giving histories, biographical details, wealth indicators, and verified relationship maps are easily accessible with just a search. By utilizing CharityCAN’s AI-driven technologies, you can fully harness the potential of your fundraising initiatives. With features like tailored donor insights and sophisticated chat capabilities, we are committed to helping you connect, engage, and achieve success in innovative ways. You can swiftly explore our extensive datasets for information on donation records, compensation histories, and biographical data, ensuring you have all the resources you need at your fingertips. Our platform is designed to enhance every aspect of your fundraising strategy and foster meaningful connections.

Wealth-X Screening harnesses the power of cutting-edge wealth screening technology to maximize the value of your customer or prospect data, utilizing our exceptional insights into the wealthiest individuals worldwide. With a track record of excellence in wealth assessment and identity matching, our dedicated team enhances the accuracy and effectiveness of your data screening on a global scale. The Wealth-X Screening process delves into your current database, uncovering high and ultra-high-net-worth individuals, while also detailing their wealth profiles and personal connections. Additionally, it categorizes these individuals by wealth tier and match quality, facilitating easy organization and prioritization of potential leads. By tapping into the relationship networks of these identified matches, you can broaden your pool of qualified prospects and propel your new development initiatives. This strategic approach not only identifies valuable connections but also empowers organizations to make informed decisions that drive growth.

Cultivate assurance that you are connecting with the ideal donor prospects at the opportune moment and in the most effective manner possible. Nexis for development professionals simplifies your fundraising research, allowing you to forge connections with the most suitable donors, enhance contributions, and mitigate any potential reputational risks. We provide an extensive array of data points gathered from various sources, ensuring you have a well-rounded understanding of your prospects. With us, you can be confident that you are not overlooking vital information. Our approach streamlines your journey from research to narrative. By facilitating easier access to insights regarding each prospect, your organization is positioned to nurture robust and enduring relationships. Our services assist you in pinpointing the most promising donor targets for your upcoming fundraising initiatives. By exploring interests, biographies, and geographic locations, you will discover a multitude of companies, organizations, and individuals inclined to give. Recognizing the significance of each prospect to the future of your organization and its mission, we are dedicated to helping you locate potential donors and achieve meaningful results. Your success in fundraising is our priority, and we are committed to empowering your efforts every step of the way.

Since its inception in 2007, DonorSearch has established itself as the go-to and reliable ally for countless nonprofits. Leverage real-time insights to make informed choices about which donor relationships to nurture today. With robust SOC2-compliant data security measures, your information is securely stored within the US. We focus on understanding your unique needs and aspirations, delivering customized solutions that go beyond what you expect. DonorSearch equips you with valuable insights, giving histories, and wealth intelligence that foster greater connections with your mission. By harnessing the power of artificial intelligence, DonorSearch provides fundraisers with actionable insights that drive success. Designed for precision and effectiveness, DonorSearch simplifies the prospecting process, pinpointing the most promising donors who are ready to contribute. Save valuable time while broadening your prospect database through DonorSearch’s intelligent tools and reliable data. We empower prospect researchers and gift officers to engage with individuals who resonate deeply with your cause, ultimately enhancing your fundraising efforts. With our innovative approach, you can confidently build relationships that lead to meaningful support.

Connect with wealthy households through reliable, actionable data. Identify and rank your most valuable constituents in near real-time using accurate net worth information. Utilize valuable insights to better understand your audience, reveal hidden opportunities, and enhance your outreach efforts. Build and nurture enduring relationships at every interaction by delivering the right message at the most opportune moment. This session will highlight the primary challenges associated with interpreting wealth data, the distinctive methodology Windfall employs to ascertain a household's exact net worth, and showcase examples of nonprofits effectively using net worth data to enhance their data-driven fundraising strategies. Windfall's unique dataset is refreshed weekly, ensuring clients receive the most current insights regarding their constituents. By concentrating on affluent households, Windfall provides an exact net worth figure—rather than a range—along with a wide array of definitive consumer characteristics tailored to each individual household. Additionally, the ability to access this comprehensive data stream empowers organizations to make informed decisions and maximize their fundraising potential.

ResultsPlus nonprofit CRM software enables you to create and execute strategies for cultivating major donors, enhance your recurring gifts program, send iCal email attachments for appointments to field officers, and categorize your constituents in countless ways. Additionally, you can conduct in-depth research on your donors directly within ResultsPlus to gain insights into their financial assets. If you're interested in online giving, we've got that covered as well. The best part is that you can utilize all of these capabilities through our completely integrated dashboards and overviews, which allow you to assess your current performance, track where your prospects are in the giving pipeline, and provide major gifts officers and account managers with a quick visual of their contacts' status. Furthermore, you can automate the distribution of reports to stakeholders, and analyze the effectiveness of your campaigns, appeals, and funds, as well as the performance of your various segments. This is merely the start of what ResultsPlus can offer to enhance your nonprofit's fundraising efforts. The potential to optimize your outreach and engagement strategies is limitless.

NPOInfo, part of Double the Donation, focuses on delivering high-quality data append services aimed at helping organizations strengthen their connections with supporters and enhance their overall impact. We promise exceptional accuracy in our results, allowing you to base your fundraising efforts on reliable data. By taking the time to comprehend your mission and objectives, we ensure that the solutions we provide are tailored to meet your needs effectively. Both the NPOInfo and Double the Donation teams are dedicated to meticulously exploring every avenue to help your organization gain deeper insights into your donors, supporters, and alumni. Recognizing that every fundraising organization requires donor data, we prioritize determining if we are the right match for your specific needs prior to entering into a partnership. We cater to a diverse range of clients, including nonprofits, educational institutions, healthcare organizations, and associations. Our data enrichment process is designed to identify and implement the services that will be most beneficial for your organization, thus maximizing your fundraising potential. We believe that understanding your unique requirements is essential in crafting effective strategies that contribute to your success.

Boost your fundraising outcomes by maintaining effective communication with alumni and donors, pinpointing new prospects, and ensuring your records are always accurate. Without the correct details in your database, reaching out to donors becomes a challenge. Updating your records with essential information is crucial for your success. Acquire insights into your donors and alumni while expanding your donor prospects to enhance your supporter network and elevate fundraising income. By closely analyzing your data, you can design compelling fundraising campaigns that drive results. It's important to effectively identify and target those supporters who are most inclined to contribute. Utilize advanced fundraising strategies to support your mission and win over more donors. Ensure that your outreach efforts connect you with the right donor at the right time to maximize contributions. Since 2001, AlumniFinder has been dedicated to addressing the specific fundraising needs of the nonprofit sector, providing data-driven insights that strengthen existing donor relationships while simultaneously uncovering new development opportunities for growth. By leveraging our resources, you can transform your fundraising efforts and achieve your organizational goals.

You can easily create a multi-step, conversion-optimized donation form that works on all devices. With just one click, donors can be taken to your secure donation page or pop-up donation page. A fundraising page is a great way to tell your story and build donor trust by sharing engaging information. You can create powerful campaigns that increase donor engagement and raise funds quickly. Donorbox crowdfunding has many features that will make your campaign a success. Donorbox Text To Give is very easy to set up. Your donors can send a simple text message to their phones to make a donation. It is ideal for conferences, church services, and on-the-spot donations. Unlimited fundraisers can increase campaign effectiveness, reach, donations, and donor support.

Utilize fundraising tools designed to help you attract, nurture, and connect with every donor in your system. The Fundraising KIT offers donation pages and insightful analytics that enhance the giving experience, ensuring that donors remain engaged and contribute more to your organization over time. Seamlessly integrating with your current CRM, Fundraising KIT's offerings facilitate the synchronization of new donation entries, help pinpoint current supporters who are capable of increasing their contributions, and enable you to monitor your fundraising achievements efficiently. These tools are crafted to save you both time and resources as you strive to boost your organization's revenue. With Fundraising KIT's donation pages, you can create modern, personalized, and user-friendly online giving experiences that resonate with your donors. Our platform not only guarantees an exceptional donor journey but also provides capabilities that connect data, technology, and the specific needs of donors. By customizing your donation pages, you can effectively encourage larger contributions through recurring donation options, individualized giving levels, designated impact areas, tribute options, automated tax receipts, acknowledgment letters, QR code integration, and social media sharing features. Ultimately, Fundraising KIT empowers you to foster lasting relationships with your supporters while maximizing fundraising potential.

Develop strategies rooted in actual data, evaluate the potential of your donors, and monitor your advancement toward objectives in real time. Recognize potential opportunities and shortcomings within your donor network through a continuously updated capacity analysis. Explore the intricacies of both capacity and willingness data for your existing and prospective donors. Generate limitless annual giving and campaign scenarios to evaluate and monitor various objectives. Effortlessly communicate essential fundraising insights with executives and volunteers. With Beam Insights, you gain access to comprehensive support and expert analysis from the fundraising specialists at Campbell & Company. Our team oversees the setup process and addresses any inquiries you may have throughout. Utilize Beam Insights independently or in conjunction with fundraising guidance. Keep track of your giving potential and donation data with frequent updates that reflect the latest information added to your CRM or database. Enjoy personalized analysis tailored to your specific objectives and data, ensuring that your fundraising efforts are as effective as possible. This unique approach empowers organizations to make informed decisions that drive their missions forward.

Leading organizations in the sector opt for Blackbaud's fundraising software and strategic tools. As a development leader, you are focused on broadening your team's reach, boosting donations, attracting fresh donors, and enhancing donor engagement, all of which can be quite demanding; even top fundraisers seek to refine their methods. Blackbaud Fundraiser Performance Management streamlines fundraising efforts, making them more effective. Collaborating with your assigned customer success team will help you to craft a tailored fundraising strategy and receive personalized assistance. Equip your frontline fundraisers with tools and mobile features that enable them to discover donors, monitor interactions, and implement long-term strategies effectively. Utilize custom predictive modeling and various donor research tools to pinpoint potential donors who are most inclined to contribute. By leveraging community-specific industry data, you can establish and adhere to best practices in fundraising. Ultimately, your gift officers should dedicate their time to engaging with potential donors and fostering meaningful relationships, ensuring that their efforts yield the best possible outcomes. This strategic approach not only enhances productivity but also strengthens the connections that are vital for sustainable fundraising success.

Introducing your virtual ally for institutional philanthropy fundraising, designed to streamline your efforts and enhance your outreach. It offers personalized lists of potential prospects tailored specifically for your needs and highlights valuable connections along with contact information to facilitate introductions. The assistant also provides guidance on suggested donation amounts for both new and existing supporters. With insights into industry trends, funding sources, and peer activities, it equips you with strategic knowledge. You can create smart, actionable prospect lists that are instantly curated to match your requirements. Utilize sophisticated metrics to determine which prospects merit further investigation, allowing you to identify funders who have a history of supporting organizations similar to yours. All necessary data for evaluating, nurturing, and soliciting prospects is conveniently centralized in one location. Collaborative tools enable your team to research and manage prospects effectively while accessing information regarding funders’ alignment with your mission, their giving capacity, and existing relationships. Furthermore, you can explore how your staff, board members, and current funders can facilitate warm introductions. The platform also unlocks professional email addresses and LinkedIn profiles associated with potential funders, enhancing your networking capabilities. This comprehensive support system is designed to elevate your fundraising strategy and maximize your chances of success.

Are you prepared to elevate your matching gift fundraising efforts? Learn how 360MatchPro can boost your organization's fundraising capabilities, enhance donor engagement, and streamline staff workflows. This innovative tool allows you to automatically determine matching gift eligibility from donors by utilizing their email domains, through donation forms, on confirmation screens, or via email communication. As 360MatchPro identifies and shares additional matching gift opportunities with your supporters, the likelihood of donors successfully submitting requests increases significantly. Once the donation is finalized, you can redirect donors straight to their matching gift forms, ensuring a seamless transition. Additionally, by sending tailored emails that correspond with match eligibility, you can provide timely information to the appropriate donors. Strategic follow-up communications lead to a remarkable rise in completed submissions, ultimately resulting in a substantial influx of matching gift checks from corporations into your organization. This means that not only are donations maximized, but donor relationships are also strengthened through increased communication and support.

Leverage nonprofit cooperative data to enhance your omnichannel initiatives effectively. Amplify your fundraising objectives by harnessing donor insights through both digital platforms and direct mail strategies. With Apogee, you can attract fresh donors, reengage those who have become inactive, and elevate your fundraising return on investment. Our cloud-driven modeling tools will revolutionize your approach to donor acquisition and outreach. Engage diverse audiences seamlessly through various channels, including email, direct mail, social media, and beyond. Notably, the Apogee omnichannel cooperative stands out as the pioneering solution that provides email addresses linked directly to donation records, significantly boosting digital fundraising efforts. The audience insights available within Apogee allow you to pinpoint the most suitable and focused audiences for your campaigns. Discover new donor opportunities in just a few days, and fuel your initiatives with tailored modeling. Apogee’s cloud-based platform ensures you have access to state-of-the-art machine-learning methods, simplifying the process of connecting with the right donors. This innovative approach not only streamlines your outreach but also enhances the effectiveness of your entire fundraising strategy.

Cultivate connections with outstanding business leaders, influential alumni, and affluent individuals to enhance your organization's achievements. Our specialized platform offers unparalleled insights into exceptional individuals. With a global reach, advanced predictive analytics, and strategic relationship frameworks, we assist in pinpointing, nurturing, and executing distinctive growth initiatives. This platform enables you to connect with the most significant individuals for your organization. Access the latest human-refined data to ensure relevance and accuracy. Obtain unique insights that can be scaled and delivered in any quantity. Deepen your understanding of individuals and organizations alike. Explore detailed information regarding donations, transactions, and additional relevant data. Identify optimal routes to engage with your desired individuals through our unmatched relationship mapping capabilities. Reveal concealed connections and strategies for engaging with key figures. Assess the strength of these relationships and foster more robust ties throughout your network. Tailor your outreach efforts to resonate with the individuals who are most important to you, ensuring meaningful engagement. By leveraging these tools, you can enhance your influence and maximize your organization's potential for success.

Millennium software serves as an all-encompassing tool for managing donor relationships, offering nonprofits a complete perspective on contributions, interactions, events, and individual connections. It effectively supports various aspects of your development initiatives, encompassing events, fundraising campaigns, and membership programs. Recognizing the importance of donors to your organization’s purpose, Millennium enables in-depth exploration of donor profiles, allowing you to monitor vital information such as donation history and engagement with critical partners. Furthermore, this software empowers nonprofits to safely compile and organize donor lists, facilitating impactful and targeted fundraising efforts that can significantly enhance your outreach and success.

SmartAID is an online platform designed for the management of donor data and fundraising initiatives. It features a user-friendly interface combined with sophisticated data mining methods, enabling users to efficiently explore information and access key metrics and analytics related to their fundraising efforts. The Cariplo Foundation has initiated a Capacity Building program aimed at assisting non-profit organizations in enhancing their processes, structure, and human resources. We invite you to reach out to us to begin discussions about developing a collaborative project, with potential topics including Training, Coaching, and Technical Assistance for strengthening your organization. Additionally, metrics such as Redemption, which measures the ratio of donations received to the number of solicitations made, and Contribution for Ever, which calculates the total donation amount against the number of requests sent, are essential for evaluating fundraising effectiveness. Understanding the Average Donation, which reflects the mean amount of donations, is also crucial for organizations looking to improve their fundraising strategies. Together, we can explore how these metrics can drive your organization’s success in fundraising efforts.

Eliminate uncertainty in fundraising efforts with Wisely, which offers immediate insights into potential donations, including who might contribute, the amount, and the optimal timing for outreach, allowing you to engage the most suitable donors. Tailored courses aim to enhance the skills of nonprofit professionals, fundraisers, and prospect researchers by deepening their understanding of various fundraising principles and providing valuable resources. The AI-driven fundraising platform from Wisely not only streamlines your donor management but also enhances the overall giving experience, increasing both contributions and satisfaction. By harnessing the power of artificial intelligence and machine learning, Wisely accurately predicts donor behavior, helping you to determine the right moment and amount to request. This innovative tool ensures users receive only pertinent information, freeing them to concentrate on nurturing donor relationships rather than being overwhelmed by administrative tasks, ultimately fostering a more effective fundraising environment. In this way, Wisely transforms the fundraising landscape, making it easier for organizations to achieve their financial goals.

Dataro leverages machine learning technology to pinpoint your most likely contributors, enabling you to execute fundraising initiatives that optimize resource use while maximizing donations. By generating tailored predictions for every donor in your system, Dataro ensures that you can make the appropriate ask to the right individual at the most opportune moment. The platform seamlessly integrates with your CRM, allowing for a comprehensive analysis of giving patterns and histories to forecast future donor behaviors. This capability allows for the personalization of donor experiences based on unique predictions. Organizations of all sizes, from grassroots charities to expansive international nonprofits, appreciate how Dataro enhances their ability to conduct profitable fundraising campaigns. With fundraising intelligence at their fingertips, teams can monitor outcomes in real time and compare their performance against similar organizations to drive improvements. Additionally, Dataro streamlines the creation of brand-compliant, fundraising-focused content that aligns with your objectives, enabling quicker turnaround for personalized donor communications. Ultimately, this efficiency not only saves time but also strengthens donor relationships, enhancing overall fundraising success.

Transforming the landscape of wealth management, BITA Wealth empowers advisors, investment teams, and governance sectors. By enhancing insight, efficiency, oversight, and control, BITA Wealth creates a superior experience for both clients and advisors. Part of the corfinancial™ group, BITA Risk® manages assets under management exceeding £160 billion. Its award-winning BITA Wealth application serves high and ultra-high net worth wealth managers with cutting-edge software solutions. BITA Wealth equips investment teams, advisors/managers, and governance divisions with essential tools to foster business growth in a regulated environment. Tailored for wealth management firms, broker-dealers, private banks, trust companies, and family offices, BITA Wealth is structured as a series of customizable modules. It features multi-dimensional investor profiling that assesses risk, suitability, and ESG characteristics, systematically aligning these with a firm’s investment offerings. This innovative approach not only streamlines operations but also enhances client satisfaction and trust in the wealth management process.

Is your investment strategy lacking the asset class that the affluent favor? For more than three decades, real estate has consistently outperformed the stock market, all while exhibiting lower daily fluctuations. Move away from the unpredictable nature of the stock market and enhance your wealth through real estate investments. The most affluent individuals have relied on real estate for wealth accumulation for many years. Now, it’s your opportunity to join them. At DiversyFund, we simplify the process of acquiring shares in a thoroughly screened portfolio of multifamily real estate. With just a click, you can become a part-owner of our fund, which encompasses various properties. Your investment portfolio will be tailored with a singular objective: to increase your net worth like the top 1%. DiversyFund is revolutionizing how ordinary investors accumulate wealth. Discover how we enable the 99% to achieve financial independence and break free from traditional barriers. Our foundation is built on the conviction that everyone should have access to the wealth-building resources that the affluent have utilized to develop and maintain wealth across generations. Embrace this opportunity to transform your financial future today.

WealthBee serves as a comprehensive platform for traders, functioning as both a trading journal and a source of financial insights, enabling users to monitor their portfolios, evaluate their trades, and refine their investment strategies effectively. It accommodates various asset classes, including stocks, options, and futures, while delivering features such as real-time profit and loss tracking, trade logging, and net worth oversight, all enhanced by customizable dashboards tailored for individual preferences. With seamless integration with prominent brokers like Schwab, TastyWorks, and TD Ameritrade, WealthBee offers features like automated reporting, systematic strategy classification, and near-instantaneous pricing updates. Whether you handle a small number of portfolios or manage extensive trading activities, WealthBee provides essential tools that empower you to increase your financial prosperity. Additionally, its user-friendly interface ensures that both novice and experienced traders can maximize their investment potential with ease.

Introducing the premier donor intelligence platform designed to consolidate nonprofit data from various sources and transform it into effective strategies for boosting donations. Eliminate the hassle of switching between numerous analytics tools by centralizing all your information into a single, reliable source. Utilize one comprehensive dashboard that integrates your real-time email, CRM, website, and social media data seamlessly. With just a click, access analyst-level insights to visualize the complete donor journey across different platforms. Avoid uncertainty in resource allocation by gaining an in-depth understanding of donor behavior. Explore critical metrics that highlight performance across channels, life cycles, and donation levels. Segment your audience based on their real-time interactions across various platforms to uncover viable growth avenues. Connect with the donors represented in the data and learn the essential questions to pose and strategies to implement. Identify your most significant broad-based donors and receive actionable insights derived from over 7,000 nonprofit marketing experiments. Understand which activities effectively drive donations and which are ineffective, ensuring that every effort is maximized for impact. This tool not only streamlines your analytics but empowers your organization to make data-driven decisions with confidence.

The Altoo Wealth Platform offers a sophisticated solution for affluent individuals, single and multi-family offices, trusts, foundations, private bankers, and asset managers, enabling them to effortlessly consolidate and engage with every facet of their overall wealth in an easy-to-use manner. It compiles transaction and portfolio information, along with both bankable and non-bankable assets, from a vast network of over 500 custodians and more than 3,000 non-custody banks, integrating market data and insights on private equity and dividends, while ensuring complete automation of reconciliation, data matching, and providing daily performance and allocation updates. The platform visualizes over 40 different asset types and monitors various financial liabilities, including rental income, collectibles, real estate, and private investments, all while permitting users to attach relevant documents and images to specific assets. Enhanced reporting capabilities feature customizable dashboards, interactive charts, watchlists, and automated notifications regarding allocation changes, account balances, gains or losses, and significant threshold events. Additionally, the user-friendly interface ensures that all wealth management activities are accessible and manageable at any time, making it a comprehensive tool for financial oversight.

Crowd Wealth AI is an innovative financial management solution that transforms the landscape of wealth planning and portfolio oversight by merging two advanced AI tools, Wise Wealth AI and Wealth Lens AI. Wise Wealth AI is designed to offer customized financial strategies for both individuals and businesses by evaluating data to create actionable advice, conducting investment trend analyses with data-supported growth tactics, enhancing portfolio diversification through personalized asset allocation, consistently monitoring results and modifying strategies according to market dynamics, and showcasing insights through interactive dashboards powered by AI. Meanwhile, Wealth Lens AI focuses on delivering visual insights regarding financial trends and portfolio performance, utilizes predictive modeling to anticipate market fluctuations, assesses comparative wealth metrics across various demographic and organizational categories, and uncovers new investment prospects in emerging markets. Together, these tools provide a comprehensive approach to wealth management that adapts to the ever-changing financial landscape. With its unique combination of personalized insights and predictive analytics, Crowd Wealth AI enables users to make informed decisions that can lead to long-term financial success.

OVEX was founded with the aim of dismantling the obstacles that hinder individuals from engaging with the conventional financial system. We hold the conviction that investment opportunities that foster wealth creation should not be limited to the affluent, but rather be open to everyone. Our dedicated team comprises financial and software engineers who are committed to the goal of decentralizing finance. We operate at a rapid pace, ensuring that new products and features are introduced frequently. This approach reflects our core philosophy and commitment to innovation in the financial landscape. As we continue to evolve, our focus remains on enhancing accessibility for all.

Focusing on the specific request that can enhance a donor's contribution without pushing them away is the essence of ExactAsk. This innovative approach aims to optimize each donation for various nonprofit causes while considering the distinct giving patterns of each donor. By leveraging Behavioral Economics Modeling and real-time artificial intelligence insights, ExactAsk provides timely and accurate predictions of donor contributions amidst an ever-evolving landscape. Nonprofits are increasingly reliant on such agility and effectiveness in today's dynamic climate. The ExactAsk system gathers donor information from numerous internal sources and processes it through a proprietary machine-learning algorithm. This analysis results in tailored Ask Amounts for each donor engagement, ensuring the right request is made at the right time. To utilize this service, simply fill out the campaign worksheet detailing your campaign types, timing, and expected volumes, and witness the transformative impact on your fundraising efforts. This streamlined process empowers organizations to engage donors more effectively than ever before.

MoneyWare is a comprehensive Wealth Management platform that empowers wealth managers to manage their entire business operations seamlessly, from the front office to the back office, eliminating the need for various disparate systems. This platform caters to a diverse array of client segments, including ultra-wealthy individuals, high net worth clients, and both single and multi-family offices. The software suite is designed to be adaptable and tailored to meet the specific needs of its users, addressing aspects such as client management, financial advisory, portfolio oversight, compliance, and comprehensive client reporting and accounting. Additionally, systems like MoneyWare facilitate a range of services, including discretionary, non-discretionary, and advisory options, ensuring that wealth management firms can effectively support their clients’ diverse financial needs. By integrating all these functionalities into one platform, MoneyWare enhances efficiency and streamlines operations for wealth management professionals.

Doorvest provides an opportunity for individuals to discover, acquire, and own their first (or even their tenth!) rental property starting at just $35,000. From the very first day, you can generate consistent and reliable passive income. We recognize that the wealthy have long leveraged real estate as a means for building and maintaining their fortunes. In fact, a staggering 90% of millionaires attribute their financial success to real estate investments, even as homeownership rates hit record lows. Doorvest is dedicated to paving the way toward financial freedom for future generations. With an investment of as little as $35,000, you can own a home, create passive income, cultivate long-term wealth, and take advantage of tax benefits. Experience the perks of investing in a single-family rental property with Doorvest's comprehensive support throughout the entire process. Begin your journey to earning from day one with a tenant-occupied residence, ensuring a continuous income stream while enjoying various tax deductions for your rental expenses. This is more than an investment; it's a gateway to financial empowerment.

Aladdin Wealth™ stands as a premier platform that is shaping the future landscape of wealth management. Utilizing the advanced portfolio and risk assessment technologies trusted by BlackRock and esteemed institutions worldwide, we are revolutionizing wealth management practices and redefining the interactions between advisors and individual investors. Stay ahead in your industry with a wealth of comprehensive data that empowers you to spot trends and manage your resources effectively. Simplify the intricate needs of your clients through a holistic strategy that delivers pertinent and timely insights during each client interaction. Tailor portfolios to meet the distinct circumstances of each client while maintaining the ability to personalize on a large scale. Propel your business forward with robust tools designed to engage clients and support them in reaching their financial goals. The rapidity and thoroughness with which you comprehend your firm's dynamics are essential for success. Access Aladdin Wealth™ analytics that integrate all aspects of your enterprises, locations, and operations, providing a comprehensive overview in a single platform, ensuring that you can make informed decisions swiftly and efficiently. With our platform, your business can not only grow but thrive in an ever-evolving financial landscape.

Wealth-X Diligence offers a distinctive blend of comprehensive insights into individuals across all wealth tiers, catering to organizations aiming to fulfill regulatory obligations and best practice standards while reducing both reputational and commercial risks. Our skilled global research team assists in addressing gaps within your compliance strategy, delivering an extensive evaluation of a client's net worth and the origins of their wealth, ensuring its legitimacy. In light of escalating regulations and a shift towards increased transparency, comprehending the source of wealth has become essential for effective due diligence. Organizations must recognize that the implications of non-compliance extend beyond regulatory fines to encompass significant reputational harm. The Wealth-X Diligence dossier simplifies the due diligence process by offering precise and pertinent information, thus eliminating the clutter that can often accompany such investigations. This streamlined approach not only enhances efficiency but also empowers organizations to make informed decisions with confidence.

As a financial advisor, you hold the responsibility of shaping your clients' futures. AssetMark offers a range of solutions and guidance designed to ensure that future receives the focus it warrants. As wealth increases, the landscape of technology and investment opportunities grows ever more intricate. Clients will raise their expectations, and it is crucial that you evolve alongside them. Our wealth management technology empowers advisors to enhance their practices, covering aspects from portfolio construction and investment research to effective client communication and prospecting. By streamlining back-office and administrative responsibilities, you can dedicate more time to nurturing client relationships. Unlike typical third-party asset management platforms, AssetMark integrates its solutions with a personal touch, acting as an extension of your team and delivering customized, insightful support tailored to your specific needs. Our dedicated consultants and support teams are readily available to assist with platform functionality, ensuring that your practice runs seamlessly while you focus on refining your bespoke solutions. Our commitment to client success is unwavering, making us a valuable partner in your journey.

Family Wealth Guru offers a groundbreaking integration with Financials, presenting a unique Wealth Management Solution unlike any other. This innovative platform allows for the direct creation of Purchase & Sale Invoices from Brokers’ Contract Notes, enabling users to manage their entire wealth portfolio seamlessly. Designed specifically for the Asian investment landscape, Family Wealth Guru empowers you to track, organize, and analyze a diverse range of Asset Classes, supporting informed investment choices. Whether you are an Investor, a Wealth Manager, or the CEO of a Family Office, this all-encompassing solution is tailored to meet your wealth management requirements. As the complexities of Wealth Management continue to expand, with assets spanning from Stocks and Mutual Funds to Fixed Deposits, Bonds, Properties, and Commodities, the need for robust software has never been greater. Family Wealth Guru stands out as the only Wealth Management Software that pairs seamlessly with a solid Financial Solution. Say farewell to repetitive tasks and the frustration of lengthy reconciliations, and embrace a streamlined approach to managing your wealth efficiently. By utilizing this cutting-edge platform, you can focus more on growth and less on administrative hurdles.

We break down barriers by leveraging cutting-edge technology and insights for teams dedicated to treating each donor as an individual rather than just a statistic, ensuring their passions are consistently aligned with meaningful causes. By integrating your database with comprehensive insights from various online sources, EverTrue provides an extensive array of information about every constituent through a user-friendly mobile fundraising platform. Activating your donor base through the annual fund is now more crucial than ever; when executed effectively, it forms the backbone of a robust, expanding, and sustainable fundraising strategy that will support the organization for years ahead. Generic email campaigns no longer suffice to engage donors. However, with the capabilities offered by TrueView, achieving precise segmentation is easier than ever, allowing you to tailor outreach initiatives based on donor preferences, levels of engagement, and past giving patterns. This personalized approach not only enhances donor relationships but also significantly increases the likelihood of a successful fundraising effort.