Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
WealthBee serves as a comprehensive platform for traders, functioning as both a trading journal and a source of financial insights, enabling users to monitor their portfolios, evaluate their trades, and refine their investment strategies effectively. It accommodates various asset classes, including stocks, options, and futures, while delivering features such as real-time profit and loss tracking, trade logging, and net worth oversight, all enhanced by customizable dashboards tailored for individual preferences. With seamless integration with prominent brokers like Schwab, TastyWorks, and TD Ameritrade, WealthBee offers features like automated reporting, systematic strategy classification, and near-instantaneous pricing updates. Whether you handle a small number of portfolios or manage extensive trading activities, WealthBee provides essential tools that empower you to increase your financial prosperity. Additionally, its user-friendly interface ensures that both novice and experienced traders can maximize their investment potential with ease.
Description
The WealthEngine Platform stands out in the industry for providing unparalleled wealth intelligence and prospect research capabilities. Utilizing this platform equips you with the essential insights necessary to identify, comprehend, and connect with affluent prospects efficiently.
Gain an unprecedented understanding of your prospects, donors, and customers through the advanced features of WealthEngine 9, which leverages machine learning to analyze an astonishing half a trillion data points. This results in the creation of 250 million pre-scored profiles, refreshed over 5 million times each week, delivering in-depth insights into an individual's likelihood, financial capacity, and willingness to engage with your organization, all accessible via API. Discover your top prospects and growth possibilities by utilizing insights from the pioneering donor pyramid and wealth modeler that effectively segments your contacts. Enhance your outreach strategy by prioritizing and personalizing communication based on factors like net worth, potential for giving, historical donation patterns, investible assets, and tendencies to donate, invest, and spend, all conveniently integrated within your CRM system. This comprehensive approach not only streamlines your engagement efforts but also elevates the potential for successful interactions.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Charityproud
No
StratusLIVE
No
Tessitura
No
Total Community Manager
No
Integrations
Charityproud
Yes
StratusLIVE
Yes
Tessitura
Yes
Total Community Manager
Yes
Pricing Details
$35
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
WealthBee
Founded
2021
Country
United Kingdom
Website
wealthbee.io
Vendor Details
Company Name
WealthEngine
Founded
2000
Country
United States
Website
www.wealthengine.com
Product Features
Product Features
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
No
Prospecting Tools
Yes
Source Tracking
No