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What is Wealth-X Professional?

Wealth-X Professional provides a comprehensive and carefully organized database that focuses on research and insights related to high net worth (HNW) and ultra-high net worth (UHNW) individuals. This platform offers a wealth of records, serving as a crucial resource for financial institutions, nonprofit organizations, academic institutions, and luxury brands that seek to engage with the ultra-affluent segment of the population. Building relationships with the exceptionally wealthy relies on establishing trust, which demands a profound comprehension of their distinct needs, wants, and ambitions. To successfully engage with this exclusive demographic, access to in-depth research and precisely curated intelligence is essential. Utilizing Wealth-X Professional allows users to pinpoint prospective clients and donors that align with their organization's unique goals, while also revealing connections that may exist within their current networks. Moreover, Wealth-X Screening enhances organizations' ability to effectively utilize their customer and prospect data, significantly improving their outreach efforts. In conclusion, this all-encompassing resource empowers users with the essential tools needed to successfully navigate the intricate landscape of the ultra-wealthy market and foster meaningful connections.

What is Altrata?

Build meaningful relationships with exceptional business leaders, esteemed alumni, and affluent individuals to drive your organization towards unparalleled success. Our tailored platform offers unique insights into remarkable individuals, providing you with a global perspective that includes predictive analytics and strategic frameworks for relationship building. This service empowers you to discover, nurture, and apply distinctive strategies for growth that are essential for your organization's progress. Designed for connecting with influential figures, our platform delivers the latest, meticulously curated data customized for both relevance and scalability, allowing you to gain insights tailored to your needs. Deepen your understanding of individuals and organizations through comprehensive information that reveals intricate details about donations, transactions, and various other data points. Utilize our superior relationship mapping features to find the best pathways to engage with your desired contacts. Uncover hidden connections and opportunities to interact with powerful individuals, revealing the potential of your existing relationships while strengthening your network. Moreover, develop personalized outreach initiatives that resonate with those who play a pivotal role in your career. In doing so, you not only enrich your connections but also open doors to new avenues for collaboration and growth, ultimately enhancing your organization’s trajectory. This approach ensures that you are well-equipped to navigate the complexities of professional networking and to capitalize on the opportunities that arise from meaningful partnerships.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Altrata

Company Location

United States

Company Website

wealthx.com/products/professional

Company Facts

Organization Name

Altrata

Company Location

United States

Company Website

altrata.com/platform

Categories and Features

Sales Intelligence

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

Categories and Features

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