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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 Insider Focus?

Enhancing the efficiency, clarity, and promptness of SEC Insider Research is made possible through KALEIDOSCOPE's INSIDER FOCUS, an adaptable AI-driven research platform that significantly bolsters fundraising initiatives by swiftly pinpointing corporate insiders such as executives and directors with impressive accuracy. Specifically designed for Prospect Research and Management, this cloud-based SaaS solution provides the flexibility to easily generate customized lists of relevant individuals and access comprehensive Insider Profiles enriched with dynamic charts and all pertinent information drawn from US SEC filings, along with historical stock data. Its AI functionalities facilitate data extraction, summarize employment contracts, identify forthcoming stock vesting schedules, and compute the "Net" value of stock transactions as well as historical stock donations. Additionally, it adeptly maps relationships with 990 Non-Profit entities and Investment Advisors, extending beyond just public company affiliations. Users can personalize their experience by uploading custom Watchlists and receive real-time or batch alerts about major developments. For those interested in exploring its capabilities further, a demo can be requested or a free trial can be utilized, allowing potential users to see the advantages of the platform firsthand while making informed decisions. This innovative approach not only streamlines the research process but also empowers organizations to leverage critical insights effectively.

Media

Media

No images available

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

$120/user/month
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

KALEIDOSCOPE

Date Founded

2017

Company Location

United States

Company Website

kscope.io/insider-focus/

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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