WealthGauge

WealthGauge instantly shows insights around wealth estimates for existing customers and prospects

WealthGauge provides estimates on total assets, income, asset allocations, & investment propensities

Here you can see propensity scores and investment asset estimate details

The dashboard shows the most important trends to refocus a Financial Advisor or Wealth Leader

On our client analysis dashboard you can identify which current customers should be your focus first

Our prospect lookup enables advisors to get insights in real time on desktop or mobile

$39 USD per user per month Depending on the number of users, our price is as low as $39/month/user. You must be part of the IXI network to subscribe to WealthGauge. Please contact us for details.

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Listed On

1/26/2018

Latest Release

10/6/2017

WealthGauge helps you prioritize high value prospects and clients.

WealthGauge enables Financial Advisors to prioritize and focus on the customers and prospects that offer the most potential for your business