WealthEngine

Leverage Unprecedented Insight to Gain and Retain Clients

Advisors who work to fully understand their clients’ and prospects’ wealth picture – including their goals, their challenges, their concerns and their opportunities – win business. It’s as simple as that. Time and time again investors have demonstrated that they prefer to work with advisors who see the big picture and can connect the dots. Advisors with effective wealth identification and prospecting tools are in a better position to win this business.

Target Your Client Cultivation Efforts

By providing complete wealth profiles on more than 14 million high net worth individuals, WealthEngine enables you to effectively and efficiently uncover new prospects, get more qualified referrals and increase assets under management by better understanding your current and prospective clients' comprehensive financial picture.

WealthEngine brings together 35+ databases into a single financial and demographic profile detailing accurate wealth attributes like income and net worth, boat and airplane ownership, stock transactions, real estate holdings and transactions, political and charitable donations, private business ventures, and more. Having this depth of information at your fingertips makes it easier to identify situations where you may be able to offer insightful financial guidance.

And, since a solid pipeline of referrals can be hard to come by these days, WealthEngine’s powerful “Circle of Friends” feature helps you access an exponentially broader wealth network by giving you visibility into the social and professional connections of your clients and prospects. It’s a continuous online referral pipeline without the awkward discovery conversation (and after dinner indigestion).

Reach Executives and Entrepreneurs

WealthEngine also enables you to find information on private business owners and company executives who account for a significant portion of wealth in America. It provides personal background information, home addresses, and compensation figures for company executives and directors, as well as officers and owners of 10% or more in a publicly traded company.

Grow Your Business Efficiently and Effectively

Wealth identification is what we do. If you’re ready to gain a deeper understanding of your current clients, identify new prospects, and expand your wealth network, schedule a demo of WealthEngine now.