Wealth-X offers an application programming interface (API) that allows members to pull dossiers from the Wealth-X online database to their own custom systems. Plug into our API and use the information we provide such as source of wealth, net worth valuation, social engineering and more, through your in-house platform. Reap the direct benefits of having all of Wealth-X UHNW intelligence on your own systems available to all your agents and relationship managers. Ensure your workforce leverages Wealth-X data on systems that are already familiar and integrated into existing organizational workflows.
Wealth-X API is compatible with most Enterprise CRM systems including the following:
Suitable For Organizations That:
- Require Wealth-X intelligence to be available to a wide audience base
- Would like to integrate Wealth-X intelligence into their custom enterprise systems
- Require high level management of user access to Wealth-X Intelligence
- Require monitoring and despatching of Wealth-X intelligence by individual personnel
- Have IT capabilities in-house and are ready to work on medium integration cycle
How It Works:
- Organizations IT team will be provided with Wealth-X’s API documentation
- A Wealth-X API license key will be provided to the organization’s admin
- Organization leverages Wealth-X provided API calls to push and pull data specific to organization workflows enabling the display and consumption of Wealth-X intelligence across the organization’s personnel base.
- Wealth-X will provide technical support to ensure that integration process is seamless and smooth.