Working With Profiles

Nonprofit: Profile Structure
As you begin to work with WealthEngine profiles, it’s important that you understand how they are structured and where different types of information are sto...
Tue, 7 Jul, 2020 at 9:50 AM
Nonprofit: Connections
This article will walk you through how to navigate and read the Chart View of the Connections section  a person's profile. Note: To learn about the o...
Tue, 7 Jul, 2020 at 9:22 AM
Nonprofit: Reading Giving and Donations Data
Some profiles will include donations data, which you can factor into your evaluation of that individual’s interests and capacity. However, there are four ke...
Thu, 30 Jan, 2020 at 8:00 AM
Nonprofit: Strategy for Reading a Profile
When it comes to reading a profile there’s an awful lot of information, and it’s easy to get lost in the data. However, you have limited time and resources,...
Mon, 28 Sep, 2020 at 10:40 AM
Nonprofit: Editing Profiles
When you are looking at a person’s profile, this is the end result of a very long and complex process. The WealthEngine system draws in about half-a-trillio...
Mon, 28 Sep, 2020 at 4:51 PM
Commercial: Strategy for Reading a Profile
When it comes to reading a profile there’s an awful lot of information, and it’s easy to get lost in the data. However, you have limited time and resources,...
Mon, 28 Sep, 2020 at 10:57 AM