Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • DonorPerfect Fundraising Growth Platform Reviews & Ratings
    2,041 Ratings
    Company Website
  • MobileServe Reviews & Ratings
    194 Ratings
    Company Website
  • BetterWorld Reviews & Ratings
    72 Ratings
    Company Website
  • DATABASICS Time & Expense Reviews & Ratings
    79 Ratings
    Company Website
  • Abundantly Reviews & Ratings
    14 Ratings
    Company Website
  • CharityTracker Reviews & Ratings
    1,412 Ratings
    Company Website
  • Nexo Reviews & Ratings
    15,878 Ratings
    Company Website
  • NewOrg Reviews & Ratings
    69 Ratings
    Company Website
  • Martus Reviews & Ratings
    120 Ratings
    Company Website
  • Member365 Reviews & Ratings
    43 Ratings
    Company Website

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 Wealth-X Diligence?

Wealth-X Diligence provides a unique combination of in-depth insights into individuals from various wealth brackets, specifically designed for organizations that seek to meet regulatory requirements and uphold best practice standards while mitigating both reputational and financial risks. Our expert global research team plays a crucial role in bridging gaps in your compliance strategy, offering a thorough assessment of a client's net worth and the legitimacy of their wealth sources. Given the rising tide of regulations and a growing demand for transparency, understanding wealth origins has become critical for effective due diligence practices. Organizations need to be aware that the consequences of non-compliance are not limited to fines but also include severe reputational damage. The Wealth-X Diligence dossier streamlines the due diligence process by providing accurate and relevant information, thereby cutting through the often overwhelming amount of data encountered in such investigations. This refined methodology not only boosts operational efficiency but also equips organizations to make well-informed decisions with assuredness. Moreover, our commitment to providing timely and relevant insights ensures that clients stay ahead in a rapidly evolving regulatory landscape.

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

Pricing not provided.
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

Altrata

Company Location

United States

Company Website

wealthx.com/products/diligence

Categories and Features

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Popular Alternatives

Popular Alternatives