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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 Bloomerang CRM?

Bloomerang CRM stands out by combining simplicity, affordability, and completeness—empowering you to build stronger relationships, retain more donors, and raise more with confidence.

Media

Media

Integrations Supported

Integrations Supported

360MatchPro
Aplos
Constant Contact
DonorSearch
ElectroNeek
Mailchimp
OpenFundraise
QuickBooks Online
QuickBooks Online Advanced
Sage Accounting
VolunteerBadge
Workers by Delos
Zapier

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online 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

Bloomerang

Date Founded

2012

Company Location

United States

Company Website

bloomerang.com

Categories and Features

Sales Intelligence

Not specified

Wealth Screening

Not specified

Categories and Features

CRM

Not specified

Donation Management

Campaign Management
Donation Tracking
Donor Database
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Recurring Giving
Volunteer Management

Grant Management

Not specified

Nonprofit

Donor Management
Fundraising Management
Volunteer Management

Volunteer Management

Not specified

Wealth Screening

Not specified

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