Agilon ONE Wealth Engine Integration

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This document outlines the integration between Agilon's ONE donor management and CRM software and WealthEngine's prospect research tools.

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Agilon ONE Wealth Engine Integration

  1. 1. AgilonKeep you Prospect Ratings Current with WealthEngine tings WealthEngine:Prospect Management is about people and relationships, not data entry. Agilon has simplified prospect management, soyou can easily move a donor from one solicitation level to the next. Moves Management is fully automated to help yourun prospect reports. Whether youreputting together a prospect researchreport, or youre adding your contactreport notes, the prospectsmodule can make your life easier.Features: • Direct Access – With a click of the mouse you can view, integrate or update WealthEngine results within One; neither an additional login to FindWealth Online nor data entry is required. • Built-In Templates – Reduce time spent on creating custom export files. Streamline your efforts by using the e built-in WealthEngine template for batch screenings. in • Import Tools –Seamlessly integrate batch screening results using a built-in standard template, or customize the Seamlessly in import by selecting specific WealthEngine data. ealthEngine • Wealth Tracking – Track a prospect’s wealth and capacity by viewing both historic and real-time hard asset real information. • Profile Storage– Create PDF or MS Storage Word profiles from FindWealth Online and upload them to One for easy access and editing. System Requirements: Vendor: Agilon Product: One Add-Ons: Prospects Module Prospect

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