Choose a Service

FindWealth Online or FindWealth Screening

WealthEngine's FindWealth Suite offers products that can be tailored for your needs. Two main products provide the basis for your wealth research; additional, premium data sources and features may be purchased as add-ons depending on your need:

#1: You want fast online, research where you can search on a case-by-case basis with as little information as a name and state. Your solution:

FindWealth Online—a web-based research center for researching individuals, companies, nonprofit organizations and foundations:

    • 24/7 access from anywhere in the world with username and password
    • Annual subscription offers unlimited searches
    • Results are posted instantly and may be saved or printed
    • Search on as little as a name and state
    • Screen a list of records through FindWealth Screening and upload the results into your online history section
    • Identify relationships between new searches and your VIPs through the Inner Circle and Circle of Friends features
    • Online access means the most current information and automatic software upgrades
    • Webinar training is provided in cost, refresher courses are offered for free
    • Add-on any of the following useful features:
      • Pinpoint (includes Dialog NewsRoom and Dialog Foundation)
      • Dialog NewsRoom
      • WebConnect for CRM (interface with your Customer Relationship Management system)
      • FindWealth Online UK version
      • WebExpress (ongoing screening—daily, weekly, monthly, quarterly —delivered into your FindWealth Online history section)

For more information on FindWealth Online, please click here.

#2: You want to review a list, or multiple lists, to identify and qualify your best prospects. Your solution:

FindWealth Screening Services Send in your file and the results are returned in an Access Manager database that may be used as a stand-alone directory or integrated into your Customer Relationship Management (CRM) database:

    • Results are returned within three weeks
    • Three levels of detail (Basic, Insight & Beyond) allow you to customize your screening and pay only for the amount of detail that you need
    • Process is unique to WealthEngine and based on facts. Screenings find hard assets first and then applies statistical techniques to identify your most promising prospects
    • Fields may be sorted and presented in several handy formats 
    • Reports can be printed from a number of report options or you can create your own custom reports
    • Includes WebConnect, a link from the database to your FindWealth Online account for quick research
    • Webinar training is included in the cost or you can schedule in-person training for an additional fee
    • Add-on these great upgrades:
      • WebConnect for CRM (interface with your Customer Relationship Management System)
      • FindWealth Screening UK
      • WebExpress (routine screenings—daily, weekly, monthly—delivered in the Access Manager)

For more information on FindWealth Screening, please click here.