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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 Fundraising KIT?

Leverage innovative fundraising tools that are crafted to help you engage, cultivate, and connect with every donor in your network. The Fundraising KIT provides donation pages alongside valuable analytics that elevate the giving experience, ensuring that donors stay connected and increase their contributions to your cause over time. By integrating effortlessly with your existing CRM, Fundraising KIT streamlines the process of syncing new donations, identifies existing supporters who may be inclined to enhance their contributions, and allows for efficient monitoring of your fundraising progress. Designed to conserve both your time and resources, these tools are essential for amplifying your organization's financial growth. With the customizable donation pages offered by Fundraising KIT, you can create sleek, personalized, and intuitive online giving experiences that truly resonate with your supporters. The platform not only guarantees an outstanding journey for donors but also connects data, technology, and the unique preferences of each donor. By tailoring your donation pages, you can effectively promote larger contributions through features such as recurring donations, personalized giving tiers, targeted impact areas, tribute options, automated tax receipts, acknowledgment letters, QR code integration, and social media sharing capabilities. Furthermore, Fundraising KIT empowers organizations to build enduring relationships with their supporters while maximizing fundraising opportunities. It is this blend of technology and personalization that sets Fundraising KIT apart as a leader in donor engagement.

Media

Media

Integrations Supported

Blackbaud Raiser's Edge NXT
Keela
Neon CRM
Salesforce

Integrations Supported

Blackbaud Raiser's Edge NXT
Keela
Neon CRM
Salesforce

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

Fundraising KIT

Company Location

Canada

Company Website

fundraisingkit.com

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

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
Raffles / Lotteries
Recurring Giving
Volunteer Management

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