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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 CharityCAN?

Our fundraising and relationship management software significantly improves your return on investment for fundraising endeavors. It streamlines the tasks involved in identifying, assessing, and reaching out to potential donors, which in turn enhances research capabilities and increases contributions. CharityCAN enables Canadian charitable organizations to uncover prospective donors by utilizing cutting-edge big data technologies, allowing you to make informed decisions throughout the entire donor journey. A wealth of detailed donor profiles, encompassing individual, foundation, and corporate giving histories, biographical information, wealth indicators, and verified relationship maps, can be accessed easily with a simple search. By taking advantage of CharityCAN’s AI-powered technologies, you can fully unlock the potential of your fundraising campaigns. Our platform features customized donor insights and advanced chat functions, reflecting our dedication to helping you connect, engage, and achieve remarkable success in innovative ways. You can quickly delve into our vast datasets for essential information on donation records, compensation histories, and personal details, ensuring you have all the tools necessary at your disposal. With an emphasis on enhancing every facet of your fundraising strategy, our platform is also designed to nurture lasting and impactful connections within the community. Ultimately, CharityCAN strives to transform the way organizations engage with donors, fostering a more effective and compassionate fundraising environment.

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

$3,000 per year
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

CharityCAN

Date Founded

2008

Company Location

Canada

Company Website

charitycan.ca

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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