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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 Dataro?

Dataro harnesses the power of machine learning to identify your most promising donors, facilitating fundraising efforts that make the most of available resources while increasing overall contributions. By producing customized predictions for each donor in your database, Dataro guarantees that you can approach the right person at the perfect time with the appropriate request. The platform integrates smoothly with your CRM, enabling an in-depth analysis of giving trends and histories to anticipate future donor actions. This functionality allows for personalized donor interactions based on distinctive forecasts. Various organizations, from small grassroots movements to large-scale international nonprofits, value how Dataro improves their capacity to run successful fundraising campaigns. With fundraising insights readily available, teams can track results instantly and benchmark their achievements against similar entities to foster continuous improvement. Furthermore, Dataro simplifies the development of fundraising-oriented content that adheres to brand guidelines, allowing for faster delivery of customized communications to donors. This streamlined process not only saves valuable time but also fortifies donor connections, ultimately leading to greater success in fundraising endeavors. By providing actionable insights, Dataro empowers organizations to make more informed decisions that could significantly enhance their outreach efforts.

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

Dataro

Company Location

United States

Company Website

dataro.io

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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