Audience

Organizations interested in a solution to engage their right prospects and donors

About Wealth-X Professional

Wealth-X Professional provides access to the world’s most robust collection of curated research and intelligence on high net worth (HNW) and ultra-high net worth (UHNW) individuals. With hundreds of thousands of records, Wealth-X Professional is the ultimate resource for financial institutions, not-for-profit organizations, educational institutions, and luxury brands seeking to engage the world’s ultra-affluent. Connecting with the ultra-wealthy and cultivating new clients is about building trust by understanding their needs, wants, and desires. Engaging with this group means gaining insight through in-depth research and hand-curated intelligence. Utilize Wealth-X Professional to search for new prospective clients and donors based on criteria most relevant to your organization’s specific needs, or by identifying connections of your current relationships. Wealth-X Screening unlocks the potential in your customer or prospect data.

Integrations

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Company Information

Altrata
United States
wealthx.com/products/professional

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
24/7 Live Support
Online

Wealth-X Professional Frequently Asked Questions

Q: What kinds of users and organization types does Wealth-X Professional work with?
Q: What languages does Wealth-X Professional support in their product?
Q: What kind of support options does Wealth-X Professional offer?
Q: What type of training does Wealth-X Professional provide?

Wealth-X Professional Product Features

Sales Intelligence

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