WealthEngine provides organizations that target high net worth individuals with online database tools to identify prospects meeting certain wealth and investment criteria.

WealthEngine combines 30+ data sources with relational database technology and proprietary ratings and analytics to produce the most comprehensive, user-friendly wealth profiles. Important wealth attributes and other demographic and biographic information is easily integrated into Salesforce CRM.

With WealthEngine for Salesforce, clients can connect directly from a specific contact record in Salesforce CRM to a prospect's wealth profile within WealthEngine. Clients can seamlessly pull individuals' wealth profiles directly into Salesforce CRM in real-time. The integration enables organizations to maximize efficiency in their business development efforts by leveraging open cloud technologies to get direct access to timely and accurate information and the ability to segment and prioritize top prospects using wealth and lifestyle data.