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WealthGauge

By Equifax Inc.
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 Our starting price is $39/month/user and we offer discounts to select clients. You must be part of the IXI network to subscribe to WealthGauge. Please contact us for details.

Rating

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Listed On

1/26/2018

Latest Release

10/6/2017

CATEGORIES

Finance
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

$39 USD per user per month Our starting price is $39/month/user and we offer discounts to select clients. You must be part of the IXI network to subscribe to WealthGauge. Please contact us for details.