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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.
Description
As a blend of innovator, educator, and guide in the alternatives sector, iCapital provides user-friendly, scalable digital solutions that have revolutionized the way private market and hedge fund investments are conducted. With the support of iCapital, financial advisors, wealth managers, and asset managers globally can now access the necessary tools to present high-net-worth investors with the potential for returns and diversification that alternative investments offer. This includes everything essential for presenting alternative investment options, from a carefully selected range of professionally managed funds to educational resources and advanced portfolio analytics, all housed within a leading-edge digital platform. You can choose from iCapital’s extensive collection of professionally managed funds or create your own tailored selection while benefiting from thorough advisor training and certification on a seamless digital investment interface. This empowerment not only enhances the client experience but also drives growth in the alternative investment space.
API Access
Has API
API Access
Has API
Integrations
Canton
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
Altrata
Country
United States
Website
wealthx.com/products/professional
Vendor Details
Company Name
iCapital Network
Founded
2013
Country
United States
Website
www.icapitalnetwork.com
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
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management