Agilon

Keep you Prospect Ratings Current with WealthEngine

Prospect Management is about people and relationships, not data entry. Agilon has simplified prospect management, so

you can easily move a donor from one solicitation level to the next. Moves Management is fully automated to help you

run prospect reports. Whether you're

putting together a prospect research

report, or you're adding your contact

report notes, the prospects

module 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.

built-in WealthEngine template for batch

• Import Tools –Seamlessly integrate

import by selecting specific WealthEngine data.

System Requirements:

Vendor: Agilon

Product: One

Add-Ons: Prospect

tings Current with WealthEngine:

Prospect Management is about people and relationships, not data entry. Agilon has simplified prospect management, so

you can easily move a donor from one solicitation level to the next. Moves Management is fully automated to help you

Reduce time spent on creating custom export files. Streamline your e

in WealthEngine template for batch screenings.

Seamlessly integrate batch screening results using a built-in standard template,

ealthEngine data.

• Wealth Tracking

prospect’s wealth and capacity by viewing

both historic and real

information.

• Profile Storage

Word profiles from FindWealth

upload them to One

editing.

System Requirements:

Agilon

One

Prospects Module

Prospect Management is about people and relationships, not data entry. Agilon has simplified prospect management, so

you can easily move a donor from one solicitation level to the next. Moves Management is fully automated to help you

your efforts by using the

in standard template, or customize the

Wealth Tracking – Track a

prospect’s wealth and capacity by viewing

historic and real-time hard asset

Storage– Create PDF or MS

profiles from FindWealth Online and

upload them to One for easy access and