Code-fi vs EverTrue

Code-fi is a web-based gift-capacity analytics and knowledge platform for prospect research. Users enter variables to build and export bespoke wealth profiles, including compounded wealth and liquidity insights. Its estimates cover salaries, bonuses, dividends, long-term rewards, share valuations, and career earnings for roles around the world. The product estimates board-level income across 85 sectors and also covers specialist work such as accounting and legal partners, private equity, and hedge funds. For private-company ownership valuations, Code-fi says it analyzes more than 5 million company sales records. Its Predictor uses AI technology to estimate missing financial variables. Listed data coverage includes the UK, US, Australia, China, Malaysia, Hong Kong, Japan, Singapore, South Korea, India, and Europe. Researchers can start with career information from LinkedIn or a biography and may add company financials from ZoomInfo in the US or Companies House in the UK. Support includes educational videos, Role IQ, user groups, and one-to-one sessions with financial analysts. The maker says it suits beginner and advanced researchers.

EverTrue is alumni relations software for educational institutions that need to track and communicate with alumni. Profiles can combine information about Facebook engagement, event attendance, career progress, interests and giving. Users can segment alumni with more than 80 filters, while dynamic engagement scores track interactions with Facebook pages and posts. TrueView adds career information and job changes to profiles. The product also supports event and volunteer management, with mobile access to alumni information. Named integrations include Eventbrite, Emma, Graduway, ThankView and Hustle; CRM integrations include Salesforce, Blackbaud CRM, Raiser’s Edge NXT, Workday, Peoplesoft and Jenzabar. Access is available on Android, iOS and web. EverTrue says it takes reasonable administrative and technical steps to protect personal data but cannot guarantee absolute security. It also says Google API data is not shared with AI models or used to train generalized AI or machine-learning models. Pricing is on request, and each product has its own price point. The company was founded in 2010 and is headquartered in Boston.