WealthEngine

Whether your clients look to you for fee-based advice or for efficient trade execution, you’ll be in a better position to win and retain their business if you have the wealth identification tools necessary to give you a clear view into a client’s complete financial picture. 

That’s where WealthEngine comes in. We can give you the most complete, up-to-date wealth picture of both the clients that are currently driving your business and the prospects that have the potential to become your best future clients.

Leverage your clients’ professional and social “Circle of Friends” to expand your prospect base
With over 20 years of experience and a collection of 35+ wealth databases, we offer proven online database tools, comprehensive wealth profiles, predictive analytics, and a seasoned team of experts that can help you maximize your results.

WealthEngine provides financial professionals with an online business development tool that offers deep insight into the wealth profiles of high net worth individuals.  More specifically, the WealthEngine solution allows you to: