Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FinWise, a modern tool for managing personal finances, allows you to manage your finances easily. FinWise offers budgeting, tracking your net worth, financial planning, forecasting and insights.
Description
Connect with wealthy households through reliable, actionable data. Identify and rank your most valuable constituents in near real-time using accurate net worth information. Utilize valuable insights to better understand your audience, reveal hidden opportunities, and enhance your outreach efforts. Build and nurture enduring relationships at every interaction by delivering the right message at the most opportune moment. This session will highlight the primary challenges associated with interpreting wealth data, the distinctive methodology Windfall employs to ascertain a household's exact net worth, and showcase examples of nonprofits effectively using net worth data to enhance their data-driven fundraising strategies. Windfall's unique dataset is refreshed weekly, ensuring clients receive the most current insights regarding their constituents. By concentrating on affluent households, Windfall provides an exact net worth figure—rather than a range—along with a wide array of definitive consumer characteristics tailored to each individual household. Additionally, the ability to access this comprehensive data stream empowers organizations to make informed decisions and maximize their fundraising potential.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Bonterra GiveGab
No
DonorPerfect Fundraising Growth Platform
No
EverTrue
No
GiveCampus
No
Humanitru
No
LiveRamp
No
Lotame
No
Neon CRM
No
Salesforce
No
Integrations
Bonterra GiveGab
Yes
DonorPerfect Fundraising Growth Platform
Yes
EverTrue
Yes
GiveCampus
Yes
Humanitru
Yes
LiveRamp
Yes
Lotame
Yes
Neon CRM
Yes
Salesforce
Yes
Pricing Details
$6.99
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
FinWise
Founded
2023
Country
United States
Website
finwiseapp.io
Vendor Details
Company Name
Windfall
Founded
2016
Country
United States
Website
windfalldata.com
Product Features
Financial Management
Budgeting & Forecasting
No
Cash Management
No
Consolidation / Roll-Up
No
Currency Management
No
Financial Reporting
No
Investment Management
No
Project Management
No
Revenue Recognition
No
Risk Management
No
Tax Management
No