Wealth-X Professional Description

Wealth-X Professional gives you access to the most comprehensive collection of curated research on high-net-worth (HNW), and ultra-high-net-worth (UHNW), individuals. Wealth-X Professional, with its hundreds of thousands records, is the ultimate resource to help financial institutions, non-profit organizations and educational institutions engage the ultra-affluent. Understanding the needs, wants and desires of ultra-wealthy clients and cultivating them is key to building trust and attracting new clients. In order to gain insight from this group, you need to conduct in-depth research as well as hand-curated intelligence. Use Wealth-X Professional for searching for new potential clients and donors based upon criteria that are most relevant to the needs of your organization, or to identify connections between your existing relationships. Wealth-X Screening unlocks potential in your prospect or customer data.

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Company Details

Company:
Altrata
Headquarters:
United States
Website:
wealthx.com/products/professional

Media

Wealth-X Professional Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Phone Support
24/7 Live Support
Online

Wealth-X Professional Features and Options

Sales Intelligence Software

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

Wealth-X Professional User Reviews

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