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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