Frequently Asked Questions for Financial Services
Do
you offer a free trial?
How
many searches can I perform for the yearly subscription fee?
Can
I screen more than one name at a time?
How
can I print the reports?
Who
are your information sources?
How
does WealthEngine search the data?
Yes. The trial lasts for two days and gives you complete access to FindWealth Online℠. At the end of the second day your trial account will be automatically deactivated. Please call us at 301-215-5980 to sign up for a free trial or click here to start the process.
How many searches can I perform for the annual FindWealth Online subscription fee?
FindWealth Online provides for unlimited searches for the annual subscription fee.
Can I process more than one name at a time?
Yes, while FindWealth Online will process only one name at a time, we can process multiple or batched records for you through our FindWealth Screening Service℠.
Review as many or as few records as you need—from a few hundred to millions of records. If you have a small number of records, we can screen them and post them to your online history section.
A screening can take up to three weeks to process and return, but any immediate needs can be researched using FindWealth Online which searches one name or company at a time. You will still be able to access all of the databases but your search will be more limited in known information, such as just a name and state. Click here for more information.
Reports can be printed directly from your browser. The reports section of WealthEngine.com use frames to display the information. If you are having trouble printing a report, try this:
- Click on the frame that you wish to print. You don't have to highlight the entire report. Simply single-click on the one of the words in the report you would like to print.
- Select Print from the File menu.
- Click OK.
Who are your information sources?
For an overview of the information sources searched by WealthEngine.com, see the Data Providers section of our Help area.
How does WealthEngine search the data?
WealthEngine.com searches multiple databases for name and distance from home address. Our process, called Loop Analysis, runs your records through our data sources over and over again as each new piece of information (spouse name, another piece of real estate, etc.) is collected so no detail is missed. This takes a matter of seconds and the result is clear, comprehensive information that you can act on immediately. Click here for a list of our data providers.
Contact our Sales Department for details.
