I am in the process of researching potential companies to do a wealth screening for the constituents of my organization. I was wondering if anyone had any suggestions of companies you have used that you found to be particularly good. We are looking for a company that has good customer service, a user-friendly interface, as many data sources as possible, solid analytics and modeling, and the potential to do foundation research. Thanks for any advice you can provide. We have looked at WealthEngine and DonorScape thus far. If either of those were beneficial to you, I'd love to know how and why (or why not if that's the case). If there are other worthwhile companies, I'd love to know about them, too.
Thanks,
Sarah Levine, Westport Country Playhouse