Make your data work the way you want
Work smarter, not harder
Our actionable wealth and lifestyle insights can’t help you if you can’t easily integrate them into your daily operations. That’s why we integrate our data into all major CRM and DMS systems.
WealthEngine has you covered
With over 35 integrations and counting, we make it easy to add our wealth and lifestyle insights to your business processes. We are integrated with leading providers like Salesforce and Ellucian, and are compatible with Blackbaud’s RaisersEdge. For a full list of partners, please visit our partner directory.
Our integrations establish a powerful link between WealthEngine and your system, providing instant, valuable, and easy access to comprehensive wealth and lifestyle insights. This allows you to find, understand, and engage with wealthy prospects directly in your instance.