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WealthEngine Insights

WealthEngine Insights

The industry's most accurate & actionable wealth intelligence is now delivered to you right in Salesforce.

Elevate Prospect Research

Our Salesforce connector app delivers 100+ data elements seamlessly into your salesforce dashboard.

Speed Up Wealth Screening

Use our deep expertise in Data Science to speed up your wealth screening, make your prospecting more predictive, deliver actionable insights, integrate with your CRM and help you predict your contacts' lifetime value.

Remove Guesswork

Remove the guesswork from sales, marketing, and fundraising. Seamless integration means that your team spends more time talking to the right people and less time on admin tasks.

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