Wealth-X Screening

Wealth-X Diligence provides a unique combination of in-depth intelligence on individuals spanning all levels of wealth for organizations looking to meet regulatory or best practice requirements and mitigate reputational and commercial risk. Our expert global research team helps you close the gaps in your compliance approach, including a comprehensive analysis of a client’s net worth and source of wealth, and identifying whether it has been accumulated legitimately. With increasing regulation and trends toward greater transparency, understanding the source of wealth is a cornerstone of due diligence. Organizations should not only be concerned with non-compliance and regulatory penalties but by the costs of reputational damage. The Wealth-X Diligence dossier helps to avoid information overload during the diligence process by providing concise and relevant intelligence and removing unnecessary noise.

Bloomerang CRM helps you raise more by turning donor data into deeper relationships and smarter strategies. With a complete 360º view of every supporter, this intuitive solution makes it easy to identify top prospects, personalize outreach, and retain more donors—without the complexity of disconnected tools or messy spreadsheets. Engagement and Generosity Scores, real-time dashboards, and powerful mobile access help you see who’s ready to give and when to reach out—so you can fundraise with confidence. From first-time donors to lifelong champions, every interaction is an opportunity to inspire greater generosity. As part of the Bloomerang Giving Platform, Bloomerang CRM connects seamlessly with your fundraising, volunteer, and stewardship tools—giving your entire team a single, unified view of donor relationships. Whether you’re planning a campaign, segmenting your list, or building your year-end appeal, Bloomerang CRM helps you move faster, raise smarter, and grow stronger.