at Financial Technnology Year
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Wealth-X Professional from Wealth-X
Provides comprehensive database of high-net-worth individuals, advanced search/segmentation, lead scoring, contact management, and prospecting tools to supercharge advisory lead management and marketing.
Product analysis by function
Lead Management Software for Business Development and Marketing
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.
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Contact & Lead Management
(0 Yes /0 Known /14 Possible features)
Lead Capture Automation
Automatically imports leads from multiple sources (website forms, email, social media, etc.).
No information available
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Contact Database Capacity
Maximum number of contacts or leads the system can manage.
No information available
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Duplicate Detection
Ability to detect and merge duplicate leads or contacts.
No information available
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Custom Fields
Allows creation and editing of custom data fields for contacts/leads.
No information available
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Lead Assignment Rules
Rules to automatically assign leads to specific users, teams, or workflows.
No information available
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Bulk Import/Export
Enables bulk uploading or exporting of contacts/leads via CSV or other formats.
No information available
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Lead Segmentation
Ability to categorize leads by region, value, source, or other attributes.
No information available
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Activity Timeline
Comprehensive timeline of all lead-related activities and interactions.
No information available
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Contact History Tracking
Tracks history and status changes for each contact.
No information available
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Relationship Mapping
Visualizes and tracks relationships between contacts/organizations.
No information available
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Lead Notes & Comments
Log notes and comments on individual leads or contacts.
No information available
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Merge & Deduplicate Leads
Supports merging and cleaning up duplicate leads.
No information available
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Tagging & Labeling
Ability to tag or label contacts for easy organization and retrieval.
No information available
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Smart Search
Provides intelligent search functionality within contact and lead records.
No information available
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Pipeline & Opportunity Management
(0 Yes /0 Known /12 Possible features)
Customizable Pipelines
Allows creation and configuration of sales/pipeline stages.
No information available
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Multiple Pipelines Support
Enables managing multiple sales processes or pipelines simultaneously.
No information available
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Opportunity Tracking
Tracks individual deals or opportunities, with value and forecast probability.
No information available
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Pipeline Visualization
Provides visual tools (e.g., Kanban) for viewing pipeline status and progress.
No information available
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Stage Automation
Automates movement between pipeline stages based on criteria.
No information available
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Deal Value Forecasting
Calculates expected value and win probability of pipeline opportunities.
No information available
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Historical Pipeline Analytics
Provides insights and analytics over past pipeline activity.
No information available
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Deal Age Tracking
Tracks how long each opportunity spends at each stage.
No information available
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Lost/Won Deal Analysis
Allows analysis of reasons for won or lost deals.
No information available
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Customizable Opportunity Fields
Supports additional data fields for opportunities in the pipeline.
No information available
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Linked Contacts & Accounts
Connects pipeline opportunities to relevant contacts and organizations.
No information available
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Activity Reminders
Automated reminders for follow-ups and tasks within the pipeline.
No information available
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Integration Capabilities
(0 Yes /0 Known /11 Possible features)
CRM Integration
Ability to integrate natively or via API with CRM platforms (e.g., Salesforce).
No information available
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Email Integration
Syncs with email platforms (Gmail, Outlook) for communication tracking.
No information available
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Calendar Integration
Connects with calendar apps for meeting scheduling and reminders.
No information available
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Marketing Automation Integration
Connects with marketing automation platforms (e.g., HubSpot, Marketo).
No information available
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Social Media Integration
Imports leads from and tracks interactions on social media platforms.
No information available
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Financial Platform Integration
Connects with financial planning, portfolio management, or advisory systems.
No information available
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API Accessibility
Provides open API for custom integrations.
No information available
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Webhooks Support
Able to send real-time data to external applications via webhooks.
No information available
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Data Import/Export Tools
Supports data transfer between systems via standard files (CSV, XLSX, etc.).
No information available
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Mobile Application Integration
Synchronizes data and workflow with mobile apps.
No information available
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Phone/VoIP Integration
Logs and tracks calls through VoIP or telephony integration.
No information available
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Automation & Workflow Management
(0 Yes /0 Known /10 Possible features)
Workflow Automation Builder
Visual tool for creating automated workflows and triggers.
No information available
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Scheduled Reminders
Automated reminders for follow-ups, renewals, or scheduled activities.
No information available
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Drip Marketing Campaigns
Automates nurturing campaigns with sequences of communications.
No information available
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Task Automation
Automatically creates tasks based on lead actions or criteria.
No information available
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Conditional Logic Automation
Processes actions based on IF/THEN logic set by users.
No information available
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Notifications
Automated notifications for team or individual activities.
No information available
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Lead Scoring Automation
Automatically scores leads based on behavior and engagement.
No information available
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Approval Workflows
Routes deals, tasks, or leads for managerial approval based on rules.
No information available
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SLA Management
Tracks and enforces service-level agreements with automated escalations.
No information available
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Automated Data Entry
Uses AI or templates to suggest or auto-fill records.
No information available
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Communication & Engagement Tools
(0 Yes /0 Known /9 Possible features)
Bulk Email Sending
Allows sending personalized emails to large groups of leads.
No information available
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Email Templates
Provides customizable templates for recurrent communications.
No information available
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Email Tracking
Tracks opens, clicks, and replies on sent emails.
No information available
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SMS/Text Messaging
Allows sending and tracking text/SMS messages to/from leads.
No information available
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Click-to-Call
Enables direct calling from within the platform.
No information available
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Meeting Scheduling
Allows leads to self-schedule meetings with advisors or staff.
No information available
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Video Meeting Integration
Integrates with video conferencing tools (e.g., Zoom, Teams).
No information available
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Personalization Tokens
Insert dynamic data (name, company, etc.) into communications.
No information available
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Conversation History
Maintains a record of all communications per lead.
No information available
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Analytics & Reporting
(0 Yes /0 Known /10 Possible features)
Dashboard Customization
Users can customize reporting dashboards by metrics and KPIs.
No information available
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Lead Source Attribution
Tracks which channels generate the most leads and conversions.
No information available
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Conversion Funnel Analysis
Analyzes drop-off and conversion rates through pipeline stages.
No information available
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Activity Reporting
Tracks call, email, meeting, and task activity per user or team.
No information available
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Performance Benchmarking
Benchmarks team and individual performance.
No information available
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Real-Time Reporting
Generates up-to-date reports from live data.
No information available
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Custom Report Builder
Users can build custom reports and analytics.
No information available
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Scheduled Report Delivery
Automatically sends reports to stakeholders on a schedule.
No information available
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Export Reports
Exports reports in various formats like PDF, Excel, or CSV.
No information available
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Goal Tracking
Allows setting and monitoring of sales or meeting goals.
No information available
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Data Security & Compliance
(0 Yes /0 Known /11 Possible features)
Encryption at Rest
Data is encrypted when stored on servers.
No information available
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Encryption in Transit
Data is encrypted during transmission (e.g., SSL/TLS).
No information available
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Role-Based Access Control
Restricts access based on user roles and permissions.
No information available
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Audit Trails
Records all user activity for compliance and security monitoring.
No information available
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Data Backup & Recovery
Automated data backup with restoration capability.
No information available
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GDPR/CCPA Compliance Tools
Features to help meet regulatory privacy requirements.
No information available
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Two-Factor Authentication
Additional security layer requiring secondary login verification.
No information available
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Data Residency Options
Choice of where customer data is physically stored.
No information available
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Single Sign-On (SSO)
Supports secure authentication via SSO providers.
No information available
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PII Masking & Redaction
Can mask or redact personally identifiable information in records.
No information available
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User Session Timeout
Automatic logout after period of inactivity.
No information available
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Mobile & Remote Accessibility
(0 Yes /0 Known /7 Possible features)
Mobile App Availability
Has a dedicated native mobile application (iOS, Android).
No information available
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Mobile Web Responsiveness
Core functions accessible and usable via mobile web browser.
No information available
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Offline Functionality
Use core features without an active internet connection.
No information available
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Push Notifications
Receive real-time notifications on mobile devices.
No information available
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Geo-tagging
Records locations of client meetings or activities.
No information available
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Voice-to-Text Notes
Allows verbal input for contact notes or follow-ups.
No information available
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Photo Uploads
Attach photos or business cards from a mobile device.
No information available
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Customization & Usability
(0 Yes /0 Known /7 Possible features)
UI/UX Customization
Customizable layout, color schemes, and display settings.
No information available
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Custom Dashboards
Build specific dashboards for different user roles or teams.
No information available
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Custom Workflows
Tailor workflows to match business processes.
No information available
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Language Localization
Offers multiple language options for the interface.
No information available
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Accessibility Features
Supports users with disabilities (e.g., screen readers, keyboard nav).
No information available
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Bulk Edit Tools
Allows batch editing of multiple leads/contacts at once.
No information available
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Contextual Help
In-app user guides, tooltips, and onboarding tips.
No information available
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Onboarding, Support & Training
(0 Yes /0 Known /8 Possible features)
Guided Onboarding
Automated or assisted onboarding for new users.
No information available
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Knowledge Base
Comprehensive online documentation and FAQs.
No information available
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Live Chat Support
Live support chat available within the platform.
No information available
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Phone Support
Telephone support for urgent issues.
No information available
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Ticketing System
Submit and track support tickets.
No information available
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Video Tutorials
Access to training and explainer videos.
No information available
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User Community Forum
Active online user forum for peer support.
No information available
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Dedicated Account Manager
Assigned support contact for business accounts.
No information available
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Pricing & Scalability
(0 Yes /0 Known /8 Possible features)
Free Trial Availability
Offers a free trial for a certain period or user limit.
No information available
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Flexible Pricing Plans
Provides multiple subscription or licensing options.
No information available
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User Scalability
Maximum number of user seats supported per account.
No information available
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Storage Scalability
Maximum data storage supported per account.
No information available
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Usage-Based Pricing
Option to pay based on usage (contacts, emails, storage, etc.).
No information available
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No Long-Term Contract
Subscription can be canceled at any time without penalty.
No information available
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Volume Discounts
Reduced pricing for higher usage or user counts.
No information available
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Third-Party Add-On Pricing
Transparent pricing for integrations and add-ons.
No information available
.
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