Wealth-X Screening
Uncover the UHNW Potential in your Global Prospect Base
Wealth-X Screening allows you to securely match your data against the Wealth-X database of UHNW individuals to identify qualified UHNW relationships, delivering you a firm foundation for action.
Why Wealth-X Screening?
- The World’s largest database of UHNW individuals
- The only Global Wealth Screening Solution
- Wealth-X proprietary valuation methodology- we identify more UHWNIs
- Secure screening methods compliant with your privacy and security policies
What Data do you need to provide Wealth-X?
- Fields required to complete an accurate screening include Surname, First Name, DOB and Country. Additional fields such as Company, Middle Name and Position enhance matching quality.
Boost your probability of success by focusing your efforts on qualified prospects
Outcomes
- Discover UHNW individuals hidden in your existing prospect lists
- Understand how your UHNW matches are segmented by wealth tier
- Optimize how you deploy resources managing your UHNW clients effectively
- Generate warm prospect lists by identifying Known Associates linked to confirmed UHNW matches helping you widen your book of business
Match your data in a secure, controlled environment.
Wealth-X Screening can be conducted on your premises to ensure full compliance with your data security protocols.