Wealth-X Screening
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Wealth-X Screening provides intelligence on high net worth and ultra high net worth individuals to help screen client or prospect data more accurately and with greater results globally. It is a part of Altrata, which offers data and intelligence on impactful people to clients' success.
Strengths
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Comprehensive Data
Provides detailed information on high net worth individuals
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Customizable Filters
Allows users to tailor search criteria to specific needs
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User-Friendly Interface
Easy to navigate and use
Weaknesses
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Expensive
High cost may be prohibitive for some users
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Limited Coverage
Only covers high net worth individuals, may not be useful for all industries
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No Real-Time Updates
Data may not be up-to-date
Opportunities
- Increasing number of high net worth individuals presents opportunity for growth
- Potential to expand coverage to new industries or geographic regions
- Opportunity to integrate with other software tools for a more comprehensive solution
Threats
- Competitors may offer similar or better solutions
- Changes in data privacy regulations may impact the availability or use of data
- A downturn in the economy may impact the number of high net worth individuals and their spending habits
Ask anything of Wealth-X Screening with Workflos AI Assistant
https://www.wealthx.com
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Wealth-X Screening Plan
Wealth-X Screening offers a tiered pricing strategy with three versions, ranging from $5,000 to $25,000 per year, based on the number of searches and features.
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