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Using Windfall Wealth Data
EverTrue has teamed up with Windfall Wealth Screening to pull wealth indicators directly into EverTrue! Windfall collects information about your most affluent individuals.…
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Getting Started with Windfall
Understanding Windfall and its Benefits Windfall is a wealth screening company that collects information about your most affluent individuals, identifying constituents with a household net worth of…
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Exporting Data Manually
If you are an EverTrue Owner and your institution is entering interactions, proposals, or assignments in EverTrue, you can manually export that data at any time.…
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Exporting Relationship Management Assignments
Whether you simply want a file of all of your prospects and assignments, are doing regular tracking of Frontline activity, or you are automating a roundtrip of your data,…