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The power of personalisation in wealth management. Today's consumers are more likely to engage with product and service providers who can personalise their experience. This is more relevant than ever for wealth management providers. Special report. The gold standard of wealth management: Redefining investor data needs. With the COVID pandemic having an impact on the wealth management industry, a new survey uncovers insights from self-directed and advisory investors on the growing need for data.

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Client Obsessed. Entrepreneurial Spirit. Not Sure Where to Begin? Get in touch with our team to learn more about the solutions and services provided by Orion. InfoRich Group compares your records to a unique set of 25 subscription-based proprietary databases, delivering insightful results back to you. Screen up to 7, prospects at a time. InfoRich Group will also screen for planned giving prospects among your existing donor database.

Become a Matching Gift Expert! Not only that, but DonorSearch promises a quick turnaround: new prospect research lists are guaranteed to arrive in your account by the morning after your request is made. For your convenience, DonorSearch will also batch screen prospects at any time during your contract term. DonorSearch offers manual wealth screening by prospect research specialists to supplement their machine-generated results.

Giveffect searches through public records and consolidates data on traditional wealth markers such as philanthropic and political history, past giving records, and affiliations with other nonprofits. Giveffect also offers development tools designed for major gifts officers. Through Smart Automation wealth screening, you can identify prospects for major gifts as part of your prospect research process.

Users can submit batches of up to 1, prospect records at a time to NPO Authority for wealth indicator and philanthropic history screening, as well as planned giving prospect identification. NPO Authority rates each profile on a scale of most to least likely to be a planned giver. With their Integrated Search feature, users can screen profiles based on real estate records, nonprofit and corporate affiliations, stock transactions, and more. Through their Gift Search feature, you can search for the giving histories of individuals, couples, foundations or organizations.

Using the Executive Analysis feature, you can easily visualize the giving potential of your prospects by generating detailed graphs. Notably, InfoRich Group derives its prospect research from subscription-based, proprietary databases, providing you unique access to donor information. With electronic wealth screening, you can quickly identify the best prospects in your donor pool and get a head start on your next fundraising campaign. Through their WealthInsight service, Timetric screens your prospects against their database of over , high net worth individuals HNWIs.

Timetric then provides your organization with profiles of these HNWIs based on your information needs. DS Giving a free DonorSearch prospect research tool that allows you to find information about potential donors. All you have to do is fill in the search tool with details including the name or business, the state in which they reside, and the gift type all, charitable, or political.

With Funraise , your donors will be automatically screened every time your organization receives a gift so you can stay up-to-date on the makeup of your base.