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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 SmartAid?

SmartAID is an innovative online platform tailored for managing donor information and enhancing fundraising strategies. It boasts an intuitive interface paired with advanced data mining techniques, allowing users to navigate insights and obtain vital metrics and analytics that pertain to their fundraising activities. The Cariplo Foundation has launched a Capacity Building program designed to support non-profit organizations in refining their operational processes, organizational structure, and workforce capabilities. We encourage you to contact us to initiate discussions on creating a collaborative project, with areas of focus potentially including Training, Coaching, and Technical Assistance to bolster your organization's capabilities. Key performance metrics such as Redemption, which assesses the proportion of donations received relative to the number of solicitations made, and Contribution for Ever, which evaluates the total donation amount against the number of requests issued, are also critical for measuring the effectiveness of fundraising initiatives. Furthermore, it is essential for organizations to grasp the concept of Average Donation, which signifies the average gift amount, as this understanding can significantly impact the enhancement of their fundraising strategies. By working together, we can delve into how these metrics can effectively propel your organization toward achieving greater success in its fundraising endeavors. Ultimately, our collaboration could lead to innovative solutions that elevate your fundraising outcomes.

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

$333 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

Moxoff

Date Founded

2014

Company Location

Italy

Company Website

www.smartaid.it/

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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