Wealth-X ScreeningWealth-X
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WealthMappertietoevry
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Related Products
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About
Wealth-X Screening unlocks the potential in your customer or prospect data using state-of-the-art wealth screening software and services that leverage our unparalleled intelligence on the world’s wealthiest individuals. Our proven expertise in wealth valuation, as well as matching and identity resolution, enables our team of experts to screen your data more accurately and with greater results across the globe. Wealth-X Screening analyzes your existing database to unearth previously unknown high and ultra-high-net-worth individuals, revealing their wealth profile, and identifying their personal network. Wealth-X Screening also grades these individuals by wealth tier and match quality allowing you to easily categorize and prioritize potential targets. Expand your pool of qualified prospects and drive forward new development initiatives by identifying the relationship networks of these matches.
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About
Accelerate the growth of your wealth management business with a modular and comprehensive platform. The WealthMapper platform lets you leverage a powerful range of partners within our ecosystem to deliver new retail wealth management services. The modular digital toolkit utilizes the latest developments in technology and distribution to speed up innovation and time-to-market. WealthMapper helps you provide seamless services that show a complete picture of customers’ wealth, what’s accessible, and which actions to take. We can deliver end-to-end wealth management solutions, from flexible customer-facing services, to robust and market-leading back-office solutions. For financial service providers, WealthMapper accelerates your ambitions for growth via pre-integrated best-in-class solutions and services. For consumers, it is a tool to enable visibility, accessibility, and actionability toward their finances.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies seeking a solution to analyze their pool of prospects and discover untapped potential
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Audience
Investment professionals searching for a solution to deliver new retail Wealth Management services and improve their business
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationWealth-X
United States
wealthx.com/products/screening
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Company Informationtietoevry
United States
www.tietoevry.com/en/banking/digital-insurance-and-wealth-ecosystems/wealth-management-ecosystem/
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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