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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 Instrumentl?

Unlock vital funding opportunities, elevate your grant-seeking capabilities, efficiently oversee awards, and boost your team's effectiveness by embracing the innovative world of grant management with Instrumentl. Wave farewell to the tedious task of sifting through Google and 990 forms; with Instrumentl, grants will come to you. Explore a comprehensive database featuring over 390,000 funders and 12,500 active opportunities, all accompanied by in-depth profiles and insights to streamline your prospecting process. Gain control over the complexities of grant management and abandon the hassle of unwieldy spreadsheets. Instrumentl offers automated notifications for upcoming deadlines while simplifying the organization of documents, statuses, awards, and payments in an intuitive interface. All the essential tools your team needs are conveniently consolidated on one platform, enabling easy access to critical information, effortless report generation, and efficient tracking of deliverables. Founded in 2015, Instrumentl is committed to empowering fundraisers to create meaningful change. With the backing of numerous nonprofits and academic organizations, Instrumentl's reach spans every U.S. state and extends internationally, nurturing a collaborative spirit for impactful funding ventures. As more organizations join the Instrumentl community, the potential for positive change in various sectors continues to grow exponentially.

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

$499 per 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

Instrumentl

Date Founded

2016

Company Location

United States

Company Website

www.instrumentl.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

Grant Management

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

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