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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 GivingDNA?

A comprehensive platform for fundraising analytics, data visualization, and wealth assessment is crucial for enhancing donor engagement. Utilizing such a platform allows you to obtain significant insights into your donor demographic, leading to measurable outcomes. Relying exclusively on outside data can obscure the complete picture of wealth and giving potential. Our innovative solution integrates your existing donor and contribution records with external data sources to uncover the full extent of what your donors can offer. This enables you to effortlessly identify individuals who are primed for more substantial participation in your mission. Just like any meaningful relationship, donors appreciate personalized and relevant communications. Our efficient reporting system not only saves you valuable time but also uncovers fresh opportunities and challenges in your outreach strategies. With GivingDNA, your fundraising portfolio is refined to help you exceed your goals ahead of time. By consistently updating your data on a monthly basis, you keep your prospect list dynamic and ensure ongoing engagement with potential allies. Steer clear of the pitfalls associated with one-size-fits-all campaigns that cater to a narrow audience. Serving as your devoted data analyst, GivingDNA empowers your team to make informed strategic choices that enhance fundraising achievements. Ultimately, prioritizing this tool equates to nurturing deeper, more impactful relationships with your supporters, fostering a community that is more connected and engaged. Embracing such a resource can truly transform your approach to fundraising and donor interaction.

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

GivingDNA

Date Founded

2002

Company Location

United States

Company Website

www.givingdna.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

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