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WealthEngine for Private Wealth Management

SEEING IS BELIEVING!

Find out how WealthEngine can help you get more from customers with a demo of our wealth identification and prospecting tools.

When you manage a large book of business and an even larger universe of prospective clients, it’s important to train your resources on the most efficient and effective way to grow your business—the clients that are the most lucrative.

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. 

WealthEngine’s FindWealth Online Database and Screening Solutions can help you:
  • Access comprehensive wealth profiles on individual clients and High Net Worth prospects
  • Find new prospects in your geographical area
  • Screen, segment and optimize your customer database
  • Search for stock sales and other liquidity transactions
  • Identify real estate holdings, including primary residence and vacation homes
  • Use WealthEngine’s unique Circle of Friends feature to extend your marketing reach