WealthEngine Interface

WealthEngine is a prospect research company that provides wealth data about prospects and donors. The WealthEngine interface allows you to submit names for screening from ExceedFurther and receive and store wealth ratings information provided by WealthEngine.

Before you can use the WealthEngine Interface, you must sign up for an account at their website, http://www.wealthengine.com. You then enter your WealthEngine user name, tracking ID and password in ExceedFurther so that you can pass information back and forth. Add your WealthEngine User Name and Tracking ID to Client Defaults, in the Gift section. You are asked for your password when you begin to use the WealthEngine Interface.

The WealthEngine Interface in ExceedFurther only works with the WealthEngine version called FindWealth 8.

From the WealthEngine Interface you can submit an individual name to WealthEngine. If WealthEngine can identify the person or couple, information is returned about their assets, properties, and income as well as their charitable and political giving. This information is stored with the name in ExceedFurther and can be used for generating lists, campaign planning, solicitation strategy, and other fund raising activities.  

The WealthEngine Interface has two tabs: Single Name Screening where you look up a name for screening, and Bulk Screening where you export lists of names for screening and import the results.

Single Name Screening Tab

The Single Name Screening tab is where you look up a name in ExceedFurther and submit it to WealthEngine for screening. If WealthEngine finds a match for the name and address, the ratings are returned immediately and appended to the name. They appear on this tab and are also saved on the Ratings tab in the Bio screen for the household.

To look up a name and add the ratings to their record, do the following:

  1. Enter the name to screen and press enter.
  2. From the search results, select the correct name and click on the Select button. You can also double click on the name to select it.
  3. On the Single Name Screening tab, from the Name drop down list, select the name within the household to screen. Generally you would select the couple name if there is one. This submits both names to WealthEngine. You can also select each individual name separately if you wish.   
  4. If this name has not been screened before, click on Update WealthEngine Ratings. This submits the name to WealthEngine where it is screened. Ratings information is returned and displayed.
  5. If the name has been screened before, click on Show WealthEngine Ratings to display the information for this name.
  6. If you wish to see more details about the information from WealthEngine, use the WebConnect button to connect directly to the WealthEngine website. The name you selected is passed to WealthEngine, and the website opens in your browser so that you can explore all the many details that WealthEngine has found.

Bulk Screening Tab

Using this tab, you create an Excel file of names in the format that WealthEngine requires for its data screening process. After this file is created, you must upload it yourself to the WealthEngine website.

After the names have been screened, WealthEngine will return a file back to you with the ID numbers and the rating results for each name you submitted. You import this data back into ExceedFurther to append the ratings to the names.

To use the Bulk Screening tab to prepare a file to submit to WealthEngine, do the following:

  1. If you have not created a list of names that you wish to submit, create and save a list using All Names or All Households lists.
  2. From the Import tab on the Bulk Screening tab, select the list to export to WealthEngine for screening and click on Go.
  3. The list of names appears. Scroll through the list to make sure it includes all the names you wish to submit.
  4. Click on the check box at the top of the check box column to select all the names in the list. You can selectively uncheck some of the boxes if there are names you do not wish to include in the screening.
  5. Click on Export to create an Excel file to submit to WealthEngine. Save this file where you can easily find it when you are ready to upload it to WealthEngine.
    1. The columns headers in this Excel file are exactly as specified by WealthEngine. Do not make any changes to these headers.
  6. When you are ready to submit this file to WealthEngine, you must go to their website, log in, and following the directions under Data Screening.

After WealthEngine has finished screening the names on your list, they will send you a file to import back into ExceedFurther. Save this file where you can easily find it when you are ready to import the ratings data into ExceedFurther.

To import the file with WealthEngine ratings, do the following:

  1. From the Export tab on the Bulk Screening tab, click on the Browse button to locate the file you have received from WealthEngine.
  2. Click on the Import button.
  3. The ratings information from WealthEngine should now appear on the Ratings tab in the Bio tab for each name on the list.