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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 PriceMetrix?

PriceMetrix delivers insights grounded in data that are specifically designed for wealth management advisors and industry leaders. Utilizing the largest dataset in the retail wealth management arena, we enable firms in this sector to refine their operations in various aspects. Our platform integrates industry data with advanced business intelligence, ensuring users enjoy a streamlined experience. By partnering with financial advisors and wealth management organizations, we aim to enhance productivity, improve client interactions, and support informed decision-making, while also identifying new opportunities for growth. Moreover, we offer instant access to industry best practices, providing clients with essential information needed to build a strong and thriving wealth management practice. Ultimately, our mission is to revolutionize the operational methods of wealth management firms, helping them maintain a competitive edge in a dynamic market. This commitment to innovation and excellence positions our clients for long-term success and sustainability.

Media

Media

Integrations Supported

Coral
Sidekicker

Integrations Supported

Coral
Sidekicker

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$25000.00/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

Wealth-X

Company Location

United States

Company Website

wealthx.com/products/screening

Company Facts

Organization Name

McKinsey & Company

Date Founded

1926

Company Location

United States

Company Website

www.pricemetrix.com

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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