WealthEngine

WealthEngine’s Look-Alike Model allows users to identify prospects who display similar characteristics to your best clients or customers based on factors li...

With WealthEngine’s platform, you can build a look-alike model based on a list of your top constituents! It will identify what qualities set your people apa...

Once you’ve created a look-alike model you can compare individuals to see how similar or different they are from the people in that model. This will help yo...

You can build models based on your top clients/customers in order to find others who look like them! Overall, applying a model will help you identify especi...