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ease
features
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support

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Description

Make SEC Insider Research efficient, straightforward, timely, and precise. Explore how KALEIDOSCOPE's INSIDER FOCUS, a versatile AI-powered research platform, enhances fundraising campaigns by rapidly identifying corporate insiders, including executives and directors, with accuracy and ease. Tailored specifically for Prospect Research and Management, this cloud-based SaaS solution offers the adaptability to quickly create custom lists of pertinent individuals and access detailed Insider Profiles that feature active charts and all relevant data sourced from US SEC filings, supplemented with historical stock information. The platform's AI capabilities enable the extraction of data, summarization of employment contracts, identification of upcoming stock vesting timelines, and calculation of the "Net" value of stock transactions and historical stock donations. Additionally, it effectively maps connections with 990 Non-Profit entities and Investment Advisors that extend beyond public company links. Users have the option to upload personalized Watchlists and receive immediate or batch notifications regarding significant events. Experience the platform firsthand by requesting a demo or taking advantage of the free trial offer.

Description

Eliminate uncertainty in fundraising efforts with Wisely, which offers immediate insights into potential donations, including who might contribute, the amount, and the optimal timing for outreach, allowing you to engage the most suitable donors. Tailored courses aim to enhance the skills of nonprofit professionals, fundraisers, and prospect researchers by deepening their understanding of various fundraising principles and providing valuable resources. The AI-driven fundraising platform from Wisely not only streamlines your donor management but also enhances the overall giving experience, increasing both contributions and satisfaction. By harnessing the power of artificial intelligence and machine learning, Wisely accurately predicts donor behavior, helping you to determine the right moment and amount to request. This innovative tool ensures users receive only pertinent information, freeing them to concentrate on nurturing donor relationships rather than being overwhelmed by administrative tasks, ultimately fostering a more effective fundraising environment. In this way, Wisely transforms the fundraising landscape, making it easier for organizations to achieve their financial goals.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$120/user/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

KALEIDOSCOPE

Founded

2017

Country

United States

Website

kscope.io/insider-focus/

Vendor Details

Company Name

Wisely

Founded

2017

Country

Canada

Website

fundraisewisely.com

Product Features

Product Features

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

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