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What is Wealth-X Screening?

Wealth-X Screening employs advanced wealth screening technology to enhance the value of your customer or prospect database, leveraging our in-depth insights into the wealthiest individuals globally. Our proven excellence in wealth evaluation and identity matching enables our skilled team to improve the precision and efficacy of your data screening efforts on an international level. The Wealth-X Screening process meticulously examines your existing database to reveal high and ultra-high-net-worth individuals, providing detailed insights into their wealth profiles and personal networks. Furthermore, it organizes these individuals by wealth tier and match quality, streamlining the process of sorting and prioritizing potential leads. By exploring the relationship networks of these identified individuals, organizations can expand their pool of qualified prospects, driving their new development efforts forward. This strategic methodology not only identifies significant connections but also equips organizations with the knowledge needed to make strategic decisions that foster growth and sustainability in a competitive landscape. Ultimately, it enables a more targeted approach to engaging with high-net-worth individuals, enhancing overall business success.

What is 1fs Wealth?

1fs Wealth is a cutting-edge wealth intelligence platform that leverages AI technology and cloud infrastructure to assist high-net-worth individuals and family offices in efficiently managing a wide array of assets, including public and private investments, real estate, and digital collectibles, all through a unified interface. The platform prioritizes security with features such as multi-factor authentication, comprehensive role-based access controls, and advanced encryption methods. Users gain access to real-time market valuations, market feeds, specialized risk analysis tools, and metrics for evaluating asset distribution and geographical location. It also supports detailed succession planning, equipping future beneficiaries with necessary asset allocation strategies, documentation, and ownership insights. Enhanced collaboration features allow family members, advisors, and external specialists to work seamlessly together, utilizing thorough analytics, peer comparisons, and information related to carbon and ESG considerations. Furthermore, it includes smooth integrations like API connectivity, account aggregation via Plaid, and hedge fund benchmarks provided by Albourne indices, rendering it an all-encompassing solution for refined wealth management. This holistic strategy not only streamlines asset management but also empowers users to navigate the complexities of the constantly evolving financial environment with confidence. By leveraging these advanced tools and insights, users can effectively enhance their wealth management practices and achieve their financial goals.

Media

Media

Integrations Supported

Plaid

Integrations Supported

Plaid

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
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

Wealth-X

Company Location

United States

Company Website

wealthx.com/products/screening

Company Facts

Organization Name

1fs

Company Location

United Kingdom

Company Website

www.1fs.co

Categories and Features

Categories and Features

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