WealthEngine and SofTrek Announce Partnership

WealthEngine and SofTrek will continue to embark on joint marketing activities, targeting mutual clients with a need to leverage donor intelligence, database management and marketing programs.

"WealthEngine's proprietary wealth and P2G (Propensity to Give) scores are a critical complement to SofTrek's ClearView CRM platform as a way to fill a market need to integrate in-depth donor intelligence with wealth insight," said JB Rauch, vice president of channels at WealthEngine. "Our insights empower nonprofits to access powerful insights and target, segment and engage their best donors."