Just wondering who out there has used WealthEngine: Prospect Research Technology? We have it and are using it just fine but it was suggested that we import the WealthEngine information into Tessitura. Just wondering if anyone had any experience doing this, what fields you imported (Inner Circle, P2G Ratings...), and if it seemed helpful or worth the time and money to do? Any information/experience you could share would be a great help.
We just got it ourselves and are about to start using it. From the feedback I got, nothing is imported into Tessitura since the data changes so often. We'll be probably keeping the information in a Access file. Feel free to email me jmccoy@pacificsymphony.org - maybe we can compare notes when we get more into using it!