Hi Suzanne,
We have used both WealthEngine and iWave Pro. We did integrate WealthEngine. We did that manually before the integration was available, and then we did the programmed integration.
Feel free to contact me offline. I think this is more of a phone conversation.
Very best,
Tony Exler Director of Data Standards Nashville Symphony Schermerhorn Symphony Center One Symphony Place Nashville, TN 37201-2031 T 615.687.6535 F 615.687.6403 texler@nashvillesymphony.org NashvilleSymphony.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Suzanne Weeldreyer Sent: Tuesday, August 22, 2017 9:22 AM To: Tony Exler <texler@nashvillesymphony.org> Subject: [Tessitura Development Forum] Wealth Screening Services
After getting excited about some of the integrated services for wealth screening at the conference, I'm wondering if anyone out there would be willing to share your experience with iWave or Wealth Engine? We're embarking on an anniversary campaign soon and will be doing our feasibility study beginning in the next two weeks. I'm particularly looking at whether getting a subscription and doing our own screening would be less expensive than doing so through our consultant and give us greater access to that data for longer. Thanks! Suzanne Weeldreyer Kalamazoo Symphony Orchestra
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