Wealth search third party software to integrate with CSuite
We are looking for a third party "wealth search" software to integrate with CSuite. iWave, DonorSearch and WealthEngine do not integrate with CSuite. Please partner with a third party for this type of software.
Rhonda Page
shared this idea
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adamsamuels commented
added field options for the donor rollup report, and options to reduce to household, would alleviate the labor-intensive process of preparing a list for screening.
also suggest: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/50411955-fields-for-donorsearch-import
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Chris Ringkamp
commented
Even before wealth analytics integration is launched, something needs to be done to address the inadequacy of custom reports. A custom Profile report is only partially useful. One cannot pull age (new field should be easy to compute knowing DOB), total number of gifts, last gift amount (even though you can pull last gift date), spouse information, etc. Analytics solutions are geared toward searching individuals, not households, but linked information helps substantiate the results. Very frustrating.
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Brigid Powers
commented
Please integrate with DonorSearch. It would make all our lives so much easier!
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Hank commented
Yeah, we use iWave, and it would be nice. It's a fantastic service.
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Lorna Sandberg
commented
We haven't reached that point yet, but will quickly. This is a great idea! IWave would be great.