Best Windfall Alternatives in 2026
Find the top alternatives to Windfall currently available. Compare ratings, reviews, pricing, and features of Windfall alternatives in 2026. Slashdot lists the best Windfall alternatives on the market that offer competing products that are similar to Windfall. Sort through Windfall alternatives below to make the best choice for your needs
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Qloo
Qloo
23 RatingsQloo, the "Cultural AI", is capable of decoding and forecasting consumer tastes around the world. Privacy-first API that predicts global consumer preferences, catalogs hundreds of million of cultural entities, and is privacy-first. Our API provides contextualized personalization and insight based on deep understanding of consumer behavior. We have access to more than 575,000,000 people, places, and things. Our technology allows you to see beyond trends and discover the connections that underlie people's tastes in their world. Our vast library includes entities such as brands, music, film and fashion. We also have information about notable people. Results are delivered in milliseconds. They can be weighted with factors like regionalization and real time popularity. Companies who want to use best-in-class data to enhance their customer experiences. Our flagship recommendation API provides results based on demographics and preferences, cultural entities, metadata, geolocational factors, and metadata. -
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Neon CRM
Neon One
$99 per month 25 RatingsNeon CRM is a powerful and trusted database solution designed for growing nonprofit organizations and membership associations. Neon CRM was built for nonprofit people, by nonprofit people. Our people-centered approach to record management will provide your organization with immediate insight and data metrics to help build and sustain authentic and valuable relationships with constituents. Continually engage with your supporters through Neon CRM's built-in email marketing, prospect management tool suite, and get creative with automated workflows and triggers. The built-in functionality is limitless. Grow your organization with Neon CRM's complete fundraising, membership, event and volunteer management tool-set, online shop capabilities, automated receipting and communication, and over 50+ integrations with industry partners. Truly understand the full context of how people are connected to your organization - why people support you (financially and through their time), and how they continually engage with your organization. -
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Bloomerang CRM
Bloomerang
2 RatingsBloomerang CRM helps nonprofits raise more by turning donor data into deeper relationships. With a 360º view of every supporter, you can personalize outreach, boost retention, and unlock greater generosity—all in one intuitive, mission-driven platform. -
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ProspectView Online
DonorSearch
Join the multitude of nonprofits leveraging ProspectView Online, an incredibly fast, all-encompassing, and user-friendly platform from DonorSearch. This solution enables you to identify, assess, and prioritize the most promising fundraising opportunities available. The ProspectView Online research tool effectively addresses a fundamental question that every fundraiser has regarding their donors: “Who possesses both the means and a demonstrated willingness to contribute generously to our mission?” Our perspective emphasizes that wealth alone does not guarantee generosity; rather, a combination of giving history and financial capacity significantly increases the likelihood of donations. By using ProspectView Online, you can bridge the gap between a donor's motivations and their financial ability to contribute. Dive into the largest philanthropic database in the world, showcasing the proven charitable giving records of individuals, organizations, and foundations. Not only can you uncover new prospects, but you can also verify their philanthropic interests by researching their past donations to similar causes based on category, name, and geographical location, ultimately enhancing your fundraising strategy. -
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DonorSearch
DonorSearch
Since its inception in 2007, DonorSearch has established itself as the go-to and reliable ally for countless nonprofits. Leverage real-time insights to make informed choices about which donor relationships to nurture today. With robust SOC2-compliant data security measures, your information is securely stored within the US. We focus on understanding your unique needs and aspirations, delivering customized solutions that go beyond what you expect. DonorSearch equips you with valuable insights, giving histories, and wealth intelligence that foster greater connections with your mission. By harnessing the power of artificial intelligence, DonorSearch provides fundraisers with actionable insights that drive success. Designed for precision and effectiveness, DonorSearch simplifies the prospecting process, pinpointing the most promising donors who are ready to contribute. Save valuable time while broadening your prospect database through DonorSearch’s intelligent tools and reliable data. We empower prospect researchers and gift officers to engage with individuals who resonate deeply with your cause, ultimately enhancing your fundraising efforts. With our innovative approach, you can confidently build relationships that lead to meaningful support. -
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PixDynamics
PixDynamics
We listen to you and adapt our methods to meet your needs. All the benefits of working are yours. PixDynamics focuses on the wealthy and provides a precise net worth figure. It is not a range. Also, it gives a range of deterministic consumer attributes for each household. PixDynamics is constantly updating its proprietary data set to give customers the most current and accurate information on their consultants. PixDynamics solutions were designed for your company. They can sync millions of records with your system and workflows every week to sync millions. It does this by comparing the user’s live image with the uploaded file using biometric anti-spoof algorithm. Our solution detects financial frauds before customers are onboarded in banks, NBFCs, and mobile wallets. -
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Wealth-X Professional
Altrata
Wealth-X Professional offers an extensive and meticulously curated database of research and insights focused on high net worth (HNW) and ultra-high net worth (UHNW) individuals. This platform features a vast array of records, making it an invaluable tool for financial institutions, nonprofit organizations, educational entities, and luxury brands aiming to connect with the ultra-affluent demographic. Establishing relationships with the extremely wealthy hinges on the ability to build trust, which requires a deep understanding of their unique needs, desires, and aspirations. Engaging with this elite group necessitates access to detailed research and carefully selected intelligence. By leveraging Wealth-X Professional, users can identify potential clients and donors tailored to their organization's specific requirements, as well as uncover connections within their existing networks. Additionally, Wealth-X Screening empowers organizations to effectively harness the potential of their customer and prospect information, enhancing their outreach capabilities. Ultimately, this comprehensive resource equips users with the necessary tools to navigate the complexities of the ultra-wealthy market. -
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GivingDNA
GivingDNA
An integrated tool for fundraising analytics, data visualization, and wealth screening is essential for maximizing donor engagement. By utilizing this tool, you can gain valuable insights into your donor base and achieve tangible results. Relying solely on external data does not provide a comprehensive view of wealth and giving potential. Our solution combines your existing constituent and giving files with third-party data to reveal the full scope of your donors' capabilities. This allows you to easily pinpoint individuals who are ready for deeper involvement with your organization. Just as with any relationship, donors prefer personalized and relevant interactions. Our streamlined reporting not only saves you time but also highlights new opportunities and challenges within your outreach efforts. With GivingDNA, your portfolio is enhanced to help you surpass your fundraising targets ahead of schedule. Regularly refreshing your data monthly revitalizes your prospect list, ensuring you stay connected with potential supporters. Avoid the pitfalls of generic campaigns that only appeal to a limited audience. GivingDNA acts as your dedicated data analyst, empowering your team to make strategic decisions that drive fundraising success. Ultimately, investing in this tool means investing in stronger, more meaningful connections with your supporters. -
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Diligencify
Diligencify
$1,999 per 6 monthsEnhance your decision-making capabilities by utilizing diligence profiles alongside customized reports that detail source wealth, affiliations, and potential concerns. By doing so, you can deepen your understanding of customers while effectively managing compliance and reducing regulatory risks through extensive intelligence. Delve into donor profiles for comprehensive insights regarding the financial capacity, previous contributions, affiliations, and lifestyles of High Net Worth Individuals (HNWIs). Additionally, you can explore liquid net worth to strategically cultivate relationships and improve engagement for successful fundraising efforts. Furthermore, gain valuable information about foundation affinities, historical donations, financial capabilities, interests, recent initiatives, and trustee details. This in-depth analysis equips you with vital knowledge necessary for making informed decisions and crafting strategic engagements that enhance your approach. With Diligencify's meticulously curated datasets focusing on both HNW and ultra-high net worth (UHNW) individuals, you can uncover insights that are unmatched in the industry. These insights will ultimately empower your organization to achieve its fundraising and engagement goals more effectively than ever before. -
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ResultsPlus
ResultsPlus
$200 per monthResultsPlus nonprofit CRM software enables you to create and execute strategies for cultivating major donors, enhance your recurring gifts program, send iCal email attachments for appointments to field officers, and categorize your constituents in countless ways. Additionally, you can conduct in-depth research on your donors directly within ResultsPlus to gain insights into their financial assets. If you're interested in online giving, we've got that covered as well. The best part is that you can utilize all of these capabilities through our completely integrated dashboards and overviews, which allow you to assess your current performance, track where your prospects are in the giving pipeline, and provide major gifts officers and account managers with a quick visual of their contacts' status. Furthermore, you can automate the distribution of reports to stakeholders, and analyze the effectiveness of your campaigns, appeals, and funds, as well as the performance of your various segments. This is merely the start of what ResultsPlus can offer to enhance your nonprofit's fundraising efforts. The potential to optimize your outreach and engagement strategies is limitless. -
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NPO AUTHORITY
NPO AUTHORITY
$1,695 per yearNPOAuthority’s software offers a groundbreaking solution for nonprofits aiming to refine their fundraising tactics through specialized prospect research. By incorporating leading-edge features from top industry providers like DonorSearch, NPOAuthority delivers an extensive array of tools for wealth screening and prospect analysis. This innovative software provides comprehensive insights into donor wealth, giving trends, and philanthropic preferences, allowing access to detailed profiles that encompass net worth, real estate assets, charitable donations, and business connections. These insights empower organizations to devise highly tailored, data-informed approaches for effectively engaging potential supporters. In addition to facilitating data collection, NPOAuthority stands out in wealth screening and evaluation, utilizing predictive modeling techniques to pinpoint the most promising prospects. Its sophisticated analytics work in harmony with your current donor database, significantly improving your capability to run focused fundraising campaigns. Furthermore, the intuitive interface ensures that teams of all experience levels can harness the software's full potential for maximum impact. -
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Blackbaud ResearchPoint
Blackbaud
Comprehend the capacity, affinity, and willingness of each donor to contribute, enabling revenue growth and the identification of optimal prospects for various campaigns or initiatives. Utilize our WealthPoint screening to examine all visible wealth indicators related to each prospect, which include real estate holdings, ownership of public company stocks, charitable donations, and nonprofit connections. Organize constituents based on their motivations and personalize stewardship approaches with Affluence Insight, our unique donor persona segmentation that incorporates anticipated wealth characteristics. Leverage ProspectPoint predictive models, enhanced by artificial intelligence and our extensive modeling expertise, to pinpoint the most promising donors for your programs and initiatives. Explore the vast searchable database of philanthropic contributions using Blackbaud Giving Search to uncover records of donations made to other organizations. ResearchPoint simplifies the process for your team to analyze and utilize the data effectively. Additionally, enhance your efforts with specialized workflows crafted specifically for nonprofit prospect researchers, allowing for greater efficiency and impact in fundraising endeavors. -
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Wealth-X Screening
Wealth-X
Wealth-X Screening harnesses the power of cutting-edge wealth screening technology to maximize the value of your customer or prospect data, utilizing our exceptional insights into the wealthiest individuals worldwide. With a track record of excellence in wealth assessment and identity matching, our dedicated team enhances the accuracy and effectiveness of your data screening on a global scale. The Wealth-X Screening process delves into your current database, uncovering high and ultra-high-net-worth individuals, while also detailing their wealth profiles and personal connections. Additionally, it categorizes these individuals by wealth tier and match quality, facilitating easy organization and prioritization of potential leads. By tapping into the relationship networks of these identified matches, you can broaden your pool of qualified prospects and propel your new development initiatives. This strategic approach not only identifies valuable connections but also empowers organizations to make informed decisions that drive growth. -
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Nexis for Development Professionals
LexisNexis
Cultivate assurance that you are connecting with the ideal donor prospects at the opportune moment and in the most effective manner possible. Nexis for development professionals simplifies your fundraising research, allowing you to forge connections with the most suitable donors, enhance contributions, and mitigate any potential reputational risks. We provide an extensive array of data points gathered from various sources, ensuring you have a well-rounded understanding of your prospects. With us, you can be confident that you are not overlooking vital information. Our approach streamlines your journey from research to narrative. By facilitating easier access to insights regarding each prospect, your organization is positioned to nurture robust and enduring relationships. Our services assist you in pinpointing the most promising donor targets for your upcoming fundraising initiatives. By exploring interests, biographies, and geographic locations, you will discover a multitude of companies, organizations, and individuals inclined to give. Recognizing the significance of each prospect to the future of your organization and its mission, we are dedicated to helping you locate potential donors and achieve meaningful results. Your success in fundraising is our priority, and we are committed to empowering your efforts every step of the way. -
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WealthEngine
WealthEngine
The WealthEngine Platform stands out in the industry for providing unparalleled wealth intelligence and prospect research capabilities. Utilizing this platform equips you with the essential insights necessary to identify, comprehend, and connect with affluent prospects efficiently. Gain an unprecedented understanding of your prospects, donors, and customers through the advanced features of WealthEngine 9, which leverages machine learning to analyze an astonishing half a trillion data points. This results in the creation of 250 million pre-scored profiles, refreshed over 5 million times each week, delivering in-depth insights into an individual's likelihood, financial capacity, and willingness to engage with your organization, all accessible via API. Discover your top prospects and growth possibilities by utilizing insights from the pioneering donor pyramid and wealth modeler that effectively segments your contacts. Enhance your outreach strategy by prioritizing and personalizing communication based on factors like net worth, potential for giving, historical donation patterns, investible assets, and tendencies to donate, invest, and spend, all conveniently integrated within your CRM system. This comprehensive approach not only streamlines your engagement efforts but also elevates the potential for successful interactions. -
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PrivCo
PrivCo
$83 per monthWith our extensive free-text search capabilities across various industries, sectors, and regions, you can gain strategic insights all from a single platform. PrivCo ensures you stay informed about market trends and opportunities through its shareable watchlists, which automatically provide vital signals so that you never overlook a significant prospect. Recognized as a top authority in Private Company Research, PrivCo boasts over ten years of experience and a wealth of high-quality, structured data that is ready for immediate application. Gain exclusive access to detailed financial insights into companies, including revenue figures, EBITDA, valuation metrics, and growth statistics. Concentrate on the data that leads you to informed conclusions, as our comprehensive datasets empower industry leaders and businesses to make sound decisions. Collaborate more efficiently with your team by utilizing shared watchlists, investor tear sheets, and seamless data export options to enhance your research workflow. This collaborative approach not only fosters teamwork but also ensures that everyone is aligned with the latest market insights. -
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FinWise
FinWise
$6.99FinWise, 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. -
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Audience Town
Audience Town
$150 per monthAvoid relying on generic tools and instead enhance your technology framework with consumer analytics that are recognized as industry standards and capable of propelling your business forward. Make use of analytics tailored specifically for the real estate sector to gain insights into who is relocating and the timing of their moves. This revolves around significant life changes and expert analysis of the behaviors associated with the moving process. Gaining a deeper understanding of your audience will positively influence every facet of your business operations. Embrace a data-driven approach and flourish with our specialized analytics program designed exclusively for the real estate industry. Discover vital information about your prospects and customers, including factors such as home value, household size, whether they are renters or buyers, income levels, household composition, age, gender, and more. Additionally, delve into a comprehensive understanding of your audience’s financial landscape, covering aspects like health considerations, household savings, net worth, discretionary income, types of mortgages, loan categories, and investment strategies. By leveraging this wealth of information, you can make informed decisions that drive growth and success. -
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NetWorth Advising Platform
NetWorth Services
In today's landscape, RIA firms are challenged to adapt swiftly to the dynamic demands of their clients while maintaining high operational efficiency. Financial advisors face increasing demands to enhance their client portfolios to keep pace with escalating expenses. To remain competitive, firms can leverage NetWorth’s innovative digital solutions, which streamline workflows, improve client engagement, and integrate operational and investment management seamlessly. The NetWorth Advising Platform is pivotal for RIAs, enabling them to capitalize on the burgeoning field of Alternative Investments through advanced asset management and reporting features. Clients are increasingly seeking investment options that address their retirement income shortfalls and offer sustainable long-term returns, which has elevated the significance of Alternative Investments in the financial sector. As a result, RIAs that effectively utilize these tools can position themselves more favorably in an ever-evolving market. -
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MarketSmart
MarketSmart
$240.00/year You must build relationships with passionate, wealthy, and philanthropic-minded donor prospects. You might have already done extensive prospect research, wealth-screened your list and analyzed the giving history of your donors. You might have some information. You might have information. But what you really need are engagements - meaningful conversations and connections with qualified donors. Our Engagement Fundraising software-and-service-duo helps fundraisers get meetings with the most passionate and wealthiest supporters at the right times when they are interested in finding meaning in their lives through giving. Both you and your supporters will love the Engagement Fundraising process because it's truly donor-centric, leveraging technology to cost-effectively support your relationship-building efforts--with less pressure and more joy. -
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AlumniFinder
AlumniFinder
Boost your fundraising outcomes by maintaining effective communication with alumni and donors, pinpointing new prospects, and ensuring your records are always accurate. Without the correct details in your database, reaching out to donors becomes a challenge. Updating your records with essential information is crucial for your success. Acquire insights into your donors and alumni while expanding your donor prospects to enhance your supporter network and elevate fundraising income. By closely analyzing your data, you can design compelling fundraising campaigns that drive results. It's important to effectively identify and target those supporters who are most inclined to contribute. Utilize advanced fundraising strategies to support your mission and win over more donors. Ensure that your outreach efforts connect you with the right donor at the right time to maximize contributions. Since 2001, AlumniFinder has been dedicated to addressing the specific fundraising needs of the nonprofit sector, providing data-driven insights that strengthen existing donor relationships while simultaneously uncovering new development opportunities for growth. By leveraging our resources, you can transform your fundraising efforts and achieve your organizational goals. -
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NPO Info
Double the Donation
NPOInfo, part of Double the Donation, focuses on delivering high-quality data append services aimed at helping organizations strengthen their connections with supporters and enhance their overall impact. We promise exceptional accuracy in our results, allowing you to base your fundraising efforts on reliable data. By taking the time to comprehend your mission and objectives, we ensure that the solutions we provide are tailored to meet your needs effectively. Both the NPOInfo and Double the Donation teams are dedicated to meticulously exploring every avenue to help your organization gain deeper insights into your donors, supporters, and alumni. Recognizing that every fundraising organization requires donor data, we prioritize determining if we are the right match for your specific needs prior to entering into a partnership. We cater to a diverse range of clients, including nonprofits, educational institutions, healthcare organizations, and associations. Our data enrichment process is designed to identify and implement the services that will be most beneficial for your organization, thus maximizing your fundraising potential. We believe that understanding your unique requirements is essential in crafting effective strategies that contribute to your success. -
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PeerLogix
PeerLogix
PeerLogix (OTC: LOGX) stands out as the premier authority in the global OTT data-as-a-service sector. The organization monitors viewing statistics for over 50,000 high-quality TV shows and films, reaching more than 180 million households across nearly every open-source OTT platform worldwide. This wealth of information can be utilized to generate valuable insights for advertisers, content developers, OTT providers, and strategic investors. PeerLogix meticulously observes, catalogs, and scrutinizes an extensive volume of raw OTT viewership statistics. These data sets are then organized and transformed into distinctive products, available in both standard and tailored formats, delivering actionable value for a broad range of applications. Media buyers and data analytics platforms rely on PeerLogix’s OTT viewership statistics to strategically direct advertising initiatives at households consuming OTT TV shows and films, leveraging real-time viewing patterns. The company’s innovative approach continues to enhance the effectiveness of advertising in the ever-evolving digital landscape. -
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iwave
Kindsight
Enhance your fundraising efforts with our user-friendly interface, contemporary aesthetics, and cutting-edge architecture. iWave stands out as the top choice for donor research among experts in the field. But what makes it so valuable? It offers a thorough collection of trustworthy wealth, charitable, and personal details on potential donors, ensuring that you approach the right individuals for the appropriate amounts at the ideal moments. Our wealth-screening feature allows you to identify potential donors who have both the means and the willingness to make significant contributions. By compiling data on wealth, philanthropy, and personal backgrounds, we create detailed prospect profiles tailored to your organization’s needs. This way, you can confidently make your fundraising requests without leaving your donor management system, as all the vital insights are conveniently available within our platform. With iWave, you can elevate your fundraising strategy and maximize your organization’s potential for success. -
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CharityCAN
CharityCAN
$3,000 per yearOur software designed for fundraising and relationship management enhances your return on investment in fundraising activities. It simplifies the processes of identifying, qualifying, and connecting with donors, thereby optimizing research efforts and boosting donations. CharityCAN empowers Canadian charitable organizations to discover potential donors by leveraging advanced big data technologies in fundraising, enabling you to make well-informed choices throughout the entire donor journey. Comprehensive donor profiles that include individual, foundation, and corporate giving histories, biographical details, wealth indicators, and verified relationship maps are easily accessible with just a search. By utilizing CharityCAN’s AI-driven technologies, you can fully harness the potential of your fundraising initiatives. With features like tailored donor insights and sophisticated chat capabilities, we are committed to helping you connect, engage, and achieve success in innovative ways. You can swiftly explore our extensive datasets for information on donation records, compensation histories, and biographical data, ensuring you have all the resources you need at your fingertips. Our platform is designed to enhance every aspect of your fundraising strategy and foster meaningful connections. -
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Fundmetric
Fundmetric
Fundmetric is an innovative AI ecosystem designed to unite isolated data sets, empowering teams to enhance lifetime donations while improving revenue predictability. By utilizing first-party behavioral insights and machine learning, it helps organizations nurture constituent interests and make better use of their data. Traditional linear systems often fail to reflect the complexities of real-world situations, highlighting the necessity for software that can adapt and respond to these circumstances in real time. Our integration strategy is inherently system-agnostic, allowing our engineers to develop tailored data integrations that align with your specific systems and workflows. This customized approach surpasses the capabilities of standard pre-built solutions, offering the versatility needed to accommodate evolving data fields and dynamic organizational structures. Additionally, our ecosystem systematically categorizes data, creating a high-quality training data set. By addressing the gap in training resources for fundraising organizations, we provide the essential training data that the sector has been lacking, ultimately fostering more effective fundraising efforts. In doing so, we not only enhance operational efficiency but also contribute to the growth of organizations within the sector. -
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Impala for Fundraisers
Impala
$5,000 per yearIntroducing your virtual ally for institutional philanthropy fundraising, designed to streamline your efforts and enhance your outreach. It offers personalized lists of potential prospects tailored specifically for your needs and highlights valuable connections along with contact information to facilitate introductions. The assistant also provides guidance on suggested donation amounts for both new and existing supporters. With insights into industry trends, funding sources, and peer activities, it equips you with strategic knowledge. You can create smart, actionable prospect lists that are instantly curated to match your requirements. Utilize sophisticated metrics to determine which prospects merit further investigation, allowing you to identify funders who have a history of supporting organizations similar to yours. All necessary data for evaluating, nurturing, and soliciting prospects is conveniently centralized in one location. Collaborative tools enable your team to research and manage prospects effectively while accessing information regarding funders’ alignment with your mission, their giving capacity, and existing relationships. Furthermore, you can explore how your staff, board members, and current funders can facilitate warm introductions. The platform also unlocks professional email addresses and LinkedIn profiles associated with potential funders, enhancing your networking capabilities. This comprehensive support system is designed to elevate your fundraising strategy and maximize your chances of success. -
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Networth Financial Audit
Networth Software Solutions
Networth is a cloud-based, flexible, supportive, comprehensive, integrated suite for Financial audit and Business advice. It automates the process and organizes your business finances. -
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Blackbaud Raiser's Edge NXT
Blackbaud
Explore Blackbaud Raiser’s Edge NXT, the pioneering cloud-based solution for fundraising and donor management tailored specifically for nonprofits and the broader social good sector. Uncover strategies to enhance your fundraising initiatives, foster connections within your organization, and operate more efficiently with Blackbaud Raiser’s Edge NXT. This innovative platform equips you with the essential tools to boost your revenue effectively. With Blackbaud Raiser’s Edge NXT, attracting new supporters and engaging with current ones becomes simpler and more impactful. Additionally, this software allows organizations to dedicate more time to their core missions by optimizing data management, reporting, and routine operations. By integrating various processes, communications, and data into a single, robust cloud solution, you can save valuable time and resources, ensuring that your entire team can access information anytime, anywhere, and on any device. Ultimately, Blackbaud Raiser’s Edge NXT empowers organizations to focus more on their mission and less on administrative burdens. -
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Asset-Map
Asset-Map
$94 per monthWe merge design thinking with personal finance to present a comprehensive view of a client's financial status with utmost clarity. Asset-Map, a recognized financial technology start-up situated in Philadelphia, PA, has attracted over a million users who collaborate with their advisors to achieve financial transparency. Additionally, our platform boasts mapping of over $1.4 trillion in financial instruments within Asset-Map. The report generated by Asset-Map organizes a household's entire financial situation into a clear and visually appealing format, enabling Advisors to leverage their expertise in real-time. Users can define crucial financial priorities for households and monitor their progress through interactive Target-Maps. The platform allows for intuitive searching and filtering across an entire advisory practice, ensuring that Advisors can prioritize households that require attention like never before. Take the step to schedule a demo today and become one of the many financial advisors empowering clients to understand their complete financial picture for more informed decision-making. By utilizing Asset-Map, advisors can enhance their ability to serve clients effectively while fostering stronger financial literacy. -
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MoneyWare
Miles Software (EbixCash)
MoneyWare is a comprehensive Wealth Management platform that empowers wealth managers to manage their entire business operations seamlessly, from the front office to the back office, eliminating the need for various disparate systems. This platform caters to a diverse array of client segments, including ultra-wealthy individuals, high net worth clients, and both single and multi-family offices. The software suite is designed to be adaptable and tailored to meet the specific needs of its users, addressing aspects such as client management, financial advisory, portfolio oversight, compliance, and comprehensive client reporting and accounting. Additionally, systems like MoneyWare facilitate a range of services, including discretionary, non-discretionary, and advisory options, ensuring that wealth management firms can effectively support their clients’ diverse financial needs. By integrating all these functionalities into one platform, MoneyWare enhances efficiency and streamlines operations for wealth management professionals. -
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Agilon One
Agilon
$15000.00/year Elevate your fundraising efforts with Agilone's advanced donor management and CRM platform, ONE, which is perfectly suited for medium to large nonprofit organizations aiming to enhance their connections and engagement with supporters. This comprehensive solution provides a variety of features including membership management, multichannel fundraising, campaign oversight, event coordination, communication tools, as well as management for scholarships, endowments, and stewardship, among other capabilities. By utilizing ONE, nonprofits can streamline their operations and foster deeper relationships with their constituents. -
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HomeZada, an online platform and app that allows homeowners to manage their biggest asset and largest expense, their home, is what HomeZada does. It provides a cloud-based, secure solution that allows homeowners to track their home inventory, manage home projects, and understand total homeownership costs. It is also an option that helps homeowners service businesses in areas like insurance, mortgage, real-estate, and home building to retain and engage existing customers and attract new customers.
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AdGear Trader
AdGear
Samsung Ads serves as a comprehensive advertising ecosystem, leveraging data collected from millions of Samsung devices, including smart TVs and mobile phones, at every connected moment within the household. Advertisers can tap into a vast reach, scalability, and accuracy for their media investments, supported by brand-safe inventory derived from exclusive insights and data provided by Samsung. This platform empowers advertisers to effectively engage consumers as they explore new content, products, and experiences. We are developing a cutting-edge advertising platform that transforms the traditional model of television advertising. Utilizing deterministic first-party data powered by Automatic Content Recognition (ACR) technology, we can track content viewership across linear TV, Over the Top (OTT), and gaming environments. Our capabilities extend to targeting and measuring all interactions occurring on the TV device, ensuring a privacy-centric approach. With this innovative system, the future of advertising is not only more effective but also more respectful of consumer privacy. -
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EverTrue
EverTrue
We break down barriers by leveraging cutting-edge technology and insights for teams dedicated to treating each donor as an individual rather than just a statistic, ensuring their passions are consistently aligned with meaningful causes. By integrating your database with comprehensive insights from various online sources, EverTrue provides an extensive array of information about every constituent through a user-friendly mobile fundraising platform. Activating your donor base through the annual fund is now more crucial than ever; when executed effectively, it forms the backbone of a robust, expanding, and sustainable fundraising strategy that will support the organization for years ahead. Generic email campaigns no longer suffice to engage donors. However, with the capabilities offered by TrueView, achieving precise segmentation is easier than ever, allowing you to tailor outreach initiatives based on donor preferences, levels of engagement, and past giving patterns. This personalized approach not only enhances donor relationships but also significantly increases the likelihood of a successful fundraising effort. -
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Bisnode
Dun & Bradstreet
Effectively managing customer interactions, capturing feedback instantly, improving the customer journey, and deriving insightful information from intelligent data and analytics are crucial for success. Our top-tier Risk and Credit management systems are designed to cater to various business sizes, whether you operate as a large enterprise across multiple markets or as a small startup in a single market. Transform your customer relationships at every stage of the value chain, minimize inefficiencies, and boost performance through our customized Analytics Services that meet your specific requirements. No matter if your organization seeks data on individual consumers, families, businesses, or industry trends, we provide seamless access to this information through APIs and web services. By leveraging our solutions, you can ensure your business stays ahead in a competitive landscape while continually evolving to meet customer needs. -
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Roku Advertising
Roku
1 RatingRoku Advertising is designed to help businesses reach more consumers through targeted ads on the leading streaming platform in the U.S. With access to over 125 million viewers daily, Roku offers an expansive and precision-driven solution for marketers. The platform combines powerful performance analytics and a robust set of ad tools to drive results, whether your goals are top-of-funnel awareness or lower-funnel sales. Roku enables brands of all sizes to tap into the growing streaming trend, ensuring they reach their target audience effectively. Its innovative advertising solutions, including video ads, native ads, and action ads, allow for seamless and impactful ad placements across the streaming space, all while providing insights on campaign effectiveness. -
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HomePay
Care.com
FreeHomePay is a comprehensive payroll and tax-compliance solution designed specifically for families who hire household staff like nannies, caregivers, and housekeepers. This service manages all essential elements of household employment, including setting up federal and state employer accounts, calculating gross-to-net salaries, generating pay stubs, processing direct deposits, overseeing paid time off, and automatically filing taxes while providing necessary year-end documentation. Furthermore, it aids in the accurate classification of workers to help prevent misclassification as independent contractors, offers a nanny-tax calculator, and delivers state-specific guidance tailored for household employers. Users can set up their accounts in as little as one business day following registration, receiving signature-ready forms in a prepaid envelope. HomePay's focus is on fully handling “household employment taxes” so families can hire with confidence and compliance, without needing extensive payroll knowledge. This allows families to concentrate on what truly matters: nurturing and supporting their household, knowing that the financial and legal aspects are professionally managed. -
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TheStreet
TheStreet
TheStreet, Inc. stands out as a prominent digital media firm specializing in financial content. We cater to both our audience and advertisers by offering an array of subscription-based and ad-supported resources across multiple online platforms, such as websites, mobile applications, email newsletters, widgets, blogs, podcasts, and video channels. Our mission is to serve as the foremost independent provider of trustworthy and actionable investment insights, news, analyses, and financial tools for an expanding community of self-directed investors, while also helping advertisers engage with our enthusiastic and affluent demographic. Established in 1996, TheStreet has built a reputation for excellence through its award-winning free website, thestreet.com, which differentiates itself from other financial sites by delivering high-quality journalism and impartial coverage of financial markets, economic trends, and investment strategies. Additionally, our commitment to providing valuable content continues to draw in a dedicated audience eager for reliable financial guidance. -
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Affluent
Affluent.io
Consolidate all your affiliate information in a single dashboard with Affluent. This innovative platform not only saves you time but also enhances campaign effectiveness and fosters business growth. Affluent seamlessly connects with more than 500 affiliate networks, and we continuously add new partnerships. If there's a network not currently included, simply inform us, and we will take care of developing it for you at no additional cost! As a tech-driven company, Affluent aims to revolutionize the affiliate marketing landscape by providing robust tools for those who have been overlooked. We are firm believers in the significance of data, asserting that it should be both accessible and enlightening for everyone, regardless of their background. These core principles shape our identity and guide our actions in the industry. Furthermore, our commitment to innovation ensures that we remain at the forefront of the evolving affiliate marketing space. -
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Nines
Nines
FreeNines is a highly acclaimed platform designed for managing households and estates, catering specifically to the needs of discerning families, family offices, property managers, boutique hospitality services, yacht crews, and their dedicated service professionals. This comprehensive system allows users to handle various aspects of property management, personnel, and projects all within a single secure environment. You can systematically organize property details, monitor tasks and team members, and ensure that essential information is readily accessible whenever you need it. By utilizing mobile-friendly checklists, tasks can be assigned to household staff and vendors, while recurring tasks can be automated for efficiency; users can also attach relevant documents, photos, and vendor information to individual tasks and monitor progress as it happens. Additionally, the platform enables you to store and search for your household manual, important documents, preferences, paint colors, light bulb types, and much more in a user-friendly and searchable interface. Nines further empowers staff by providing a digital house manual that incorporates industry-standard templates, layered permissions, and communication features to effectively link employees, residents, vendors, assets, and operational guidelines. Overall, Nines strives to simplify and enhance the management experience for its users. -
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Giveffect
Giveffect
As we enter 2022, it's time for an upgrade. Your organization deserves cutting-edge technology to excel in today's digital landscape. Our goal is to empower nonprofits by creating the ultimate nonprofit management system. By improving your technology, we aim to enhance the world around us. Unify your development teams with an intuitive software solution that integrates ten different systems into one cohesive platform. Say goodbye to operating in isolation. Boost collaboration across your organization by utilizing a single software that effectively connects and streamlines your data across various departments. Experience a comprehensive overview of all your nonprofit operations. Save valuable time by removing the hassle of importing and exporting information between different systems. Cut down on redundancy, eliminate duplicates, and save costs with one solution that meets all your needs. Unlike generic sales CRMs with added nonprofit features, we are entirely focused on serving nonprofits. Every functionality is meticulously designed to support your mission of increasing fundraising, managing and expanding your donor relationships, and enhancing communication with your supporters and constituents. Together, we can transform how you operate and make a greater impact in your community. -
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Kestrelbox
Kestrelbox
$197/month Kestrelbox is a specialized wealth management CRM created specifically for financial advisors, integrating various essential functions such as client management focused on households, tracking assets under management, ensuring regulatory compliance, and facilitating automated communications within a single platform aimed at aiding advisors in enhancing and sustaining their client relationships. This innovative solution addresses a critical challenge in the wealth management sector, where financial advisors must effectively manage client households, oversee assets under management, keep compliant records as required by FINRA and SEC, and communicate smoothly with both prospects and clients. In contrast to traditional methods that necessitate the use of multiple disparate tools—like various CRM systems, compliance archiving solutions, account aggregation services, and SMS communication platforms—Kestrelbox brings all these functionalities together in one cohesive platform, built with a household-centric approach, thereby streamlining operations for financial advisors. By doing so, it not only simplifies their workflow but also enhances their ability to provide exceptional service to their clients, ultimately driving growth in their practices. -
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Experian Mosaic
Experian
Consumers have clear desires, and they expect brands to recognize and respond to them. In order to connect with consumers effectively and outperform rivals, marketers must focus on reaching the appropriate audience with messages crafted to engage them rather than merely inform. By adopting a data-driven approach that encompasses not just demographic insights but also behavioral, lifestyle, and attitudinal factors, successful marketers can foster deeper connections with their audience. Experian’s user-friendly Mosaic® USA consumer segmentation tool, which analyzes 126 million households and encompasses 650 lifestyle and interest attributes, equips marketers to accurately identify and engage their target audience on a personal level. Mosaic categorizes the US market into 19 major segments and 71 detailed types, providing critical insights that help predict the behaviors, attitudes, and preferences of the most lucrative customers. This allows marketers to tailor their communications through preferred channels, ensuring that their messaging resonates and builds lasting relationships with consumers. Ultimately, leveraging such comprehensive data can significantly enhance brand loyalty and customer satisfaction. -
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Gains App
Gains Money App Ltd
$0The AI-powered budgeting app that helps you save money at all your favourite retailers. Connect your bank accounts using open banking, set budgeting and savings goals and get cashback on everything you buy at 200+ partner retailers. Plus, chat to Gains - your AI-powered financial assistant to find out exactly where your money is going and how to make the most of it. Chatting with your money saves 30 mins a week Say goodbye to spreadsheets. Chat with your new financial best mate to get instant answers about where your money goes. Plan your spending with smart budgeting tools With smart categorisation and goal tracking Gains helps you feel confident about your finances – improved financial confidence is linked to increased net worth. Earn an average 7%* cashback on your everyday spending Get cashback on groceries, clothing, household essentials, travel and more – with offers personalised to where you shop. Using industry standard Open Banking technology so you can earn rewards with confidence