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Wealth-X

By Altrata

Maximize your relationships with the wealthy

Paid Add-On Required  

Free to Install. Discounts available for nonprofits.

Industries
Education
Financial Services
Healthcare & Life Sciences
Business Need
Sales
Analytics
Integration
Requires
Sales Cloud

Access to the world’s most robust collection of curated research and intelligence on the world’s wealthiest individuals through your existing Salesforce interface.

  • Wealth-X Salesforce Application - Key Features and Functionality

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited

App Details

Version
Wealth-X/2023.07.01 1.91.2
Listed On
08/22/2017
Latest Release
07/06/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 52
Custom Tabs: 10
Custom Apps: 1
Lightning Components
Global: 2
App Builder: 2
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.91.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/02/2021

Additional Details

The Wealth-X Salesforce Application is Lightning Ready! The vast amount of fragmented information on the ultra wealthy available today makes it difficult to stay informed on the most relevant and actionable prospect intelligence. Wealth-X provides unique intelligence to enhance the prospecting and client engagement process. We have build the world’s largest database of wealthy individuals to help our clients strengthen existing relationships, efficiently qualify leads, and identify new warm prospects. Wealth-X data enhances your Salesforce experience: • Match current contacts and leads with your existing database • Search for new qualified leads and run custom reports • Request new information to assist with prospecting needs The Wealth-X Salesforce Integration offering also includes an initial screening of your database against our data to immediately identify previously unknown wealthy individuals with whom you may already have a relationship. Founded in 2010, with offices across North America, Europe and Asia, Wealth-X provides unique data, analysis, and insight to a growing roster of over 500 clients.

Need help?

Altrata

New York

Support Phone+1 347 352 4904
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