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Description

Motilal Oswal Financial Services Ltd. (MOFSL) began its journey in 1987 as a modest sub-broking firm. Our commitment to a customer-centric philosophy, adherence to ethical and transparent business practices, respect for professionalism, reliance on research-driven value investing, and the adoption of advanced technology have contributed to our growth into a robust team of over 8,500 professionals. Presently, we stand as a comprehensive financial services organization, providing a wide array of offerings including private wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking, currency broking, and home finance. Our clientele is varied and encompasses retail customers, including High Net Worth Individuals, mutual funds, foreign institutional investors, financial institutions, and corporate entities. The foundation of our advisory services is built on extensive research, which ensures that our clients receive informed and strategic guidance. By continuously evolving and adapting to market changes, we strive to meet the diverse needs of our clients effectively.

Description

Wealth-X Professional offers an extensive and meticulously curated database of research and insights focused on high net worth (HNW) and ultra-high net worth (UHNW) individuals. This platform features a vast array of records, making it an invaluable tool for financial institutions, nonprofit organizations, educational entities, and luxury brands aiming to connect with the ultra-affluent demographic. Establishing relationships with the extremely wealthy hinges on the ability to build trust, which requires a deep understanding of their unique needs, desires, and aspirations. Engaging with this elite group necessitates access to detailed research and carefully selected intelligence. By leveraging Wealth-X Professional, users can identify potential clients and donors tailored to their organization's specific requirements, as well as uncover connections within their existing networks. Additionally, Wealth-X Screening empowers organizations to effectively harness the potential of their customer and prospect information, enhancing their outreach capabilities. Ultimately, this comprehensive resource equips users with the necessary tools to navigate the complexities of the ultra-wealthy market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
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

Motilal Oswal

Founded

1987

Country

India

Website

www.motilaloswal.com

Vendor Details

Company Name

Altrata

Country

United States

Website

wealthx.com/products/professional

Product Features

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Alternatives

Alternatives

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