Compare WealthEngine and Windfall 
- Users report that WealthEngine's "Wealth Screening" feature is effective for identifying high-value prospects, but some reviewers mention that the data can be less comprehensive compared to Windfall's offerings.
- Reviewers mention that Windfall excels in its "Real-Time Data Updates," providing more accurate and timely information, which users say is crucial for making informed decisions quickly.
- G2 users highlight that WealthEngine's "Customizable Reports" are user-friendly, but users on G2 note that Windfall's reporting capabilities are more advanced, allowing for deeper insights and analytics.
- Users say that the "Integration Capabilities" of Windfall are superior, with seamless connections to various CRM systems, while reviewers mention that WealthEngine's integrations can be more limited and require additional setup.
- Reviewers mention that the "Customer Support" for Windfall is exceptional, with a perfect score of 10.0, while users report that WealthEngine's support, although good, could be improved based on their experiences.
- Users on G2 report that WealthEngine's "User Interface" is intuitive, but some reviewers mention that Windfall's interface is more modern and easier to navigate, enhancing the overall user experience.
Easy to navigate site and ease of uploading using provided template. Good array of information.
Batching data in and out of WE is frustratingly opaque, and the customer service leads something to be desired. Sales team also employs some rather shady 'used-car-dealer' negotiation styles - we were given the classic "we have this sale until friday at...
Windfall provides us with an important layer of data to use alongside our regular asks. Knowing more about the wealth of our constituents helps us customize our ask by using different strategies for wealthier constituents. It also makes asks easier when you...
The only downside I've found to Windfall is that it doesn't have a dedicated portal to work in, where you can play with the data a bit like some other tools offer. However, we knew going into it that Windfall didn't provide that, and still find the tool to...
Easy to navigate site and ease of uploading using provided template. Good array of information.
Windfall provides us with an important layer of data to use alongside our regular asks. Knowing more about the wealth of our constituents helps us customize our ask by using different strategies for wealthier constituents. It also makes asks easier when you...
Batching data in and out of WE is frustratingly opaque, and the customer service leads something to be desired. Sales team also employs some rather shady 'used-car-dealer' negotiation styles - we were given the classic "we have this sale until friday at...
The only downside I've found to Windfall is that it doesn't have a dedicated portal to work in, where you can play with the data a bit like some other tools offer. However, we knew going into it that Windfall didn't provide that, and still find the tool to...
