Wealth-X Professional Reviews

สร้างสรรสังคม เพิ่มประสิทภาพการทำงาน การแบ่งปันอย่างถูกต้อง ความไว้วางใจ หยืดหยุ่นโดยใช้หลักการค้าที่ดี สร้างสิ่งใหม่แก่ชุมชนสังคมมีคุณภาพชีวิตที่ดี ความปลอดภัย

ไม่ชอบการโกหกหลอกลวง เอาเปรียบเพื่อนร่วมงาน การขาดน้ำใจไมตรี แบ่งแยกหรือเหยียดหยามศักดิ์ศรี การหักหลัง พูดจาไม่สุภาพ รังแกผู้อื่นโดยไม่คำนึงถึงผลกระทบการฉ้อโกงและทุจริต

มุ่งเน้นมองเห็นช่องทางธุรกิจ เครื่องมือมากมายการบริการความประทับใจ การเข้าถึงโอกาสได้ในทุกช่องทางการไหลลื่นการเงิน ดูแลอย่างมีประสบการณ์ รับประกันบุคคลที่สาม ยินดีให้เทคนิคเสริมเรียนรุ้ประสบการณ์ใหม่

I like that it has such a large database of dossiers.

I do not like that when you use Advanced Search to search terms (and this search yields a wonderful list of names) you are not able to download the list into excel.

It's almost like having a full time researcher helping out you and your team.

Wealth-X is especially useful for prospects in foreign countries. The complete dossiers have a lot of good information collected, saving time for users.

Wealth estimates are frequently lacking substance, and/or suspiciously similar to Forbes. We consider these only a broad indicators. Many, many dossiers have little to no information other than "likely UHNW," which is frustrating.

Ask for a live demo, and search for names not in the Forbes 400 to see the reality of who's there and how much information is available without using dossier credits. Bill Gates will have a stellar record, your prospects may not. Also consider the additional services such as relationship mapping, screening, or prospect lists that Wealth-X can provide you.

Wealth-X helps us respond quickly to c-suite research requests and is a great help for international prospects where we are less comfortable with the language and information sources

Wealth X provides good nuggets of information about UHNIs all over the world. It's a great tool when you're looking for country wise trends, and insights into the lives of an ultra rick target audience

Need more data cuts and contact details for specific countries. I used it for India and UK and the information available was on a broad level.

Helped to research UHNI profiles before sales pitch. Also helped in understanding the networth, hobbies and family trees of these individuals for better targetting both online and to family wealth offices.

It's intuitive to use and has a powerful search tool which makes it possible to find nuggets of interest buried in the dossiers.

While it's possible to find nuggets of interest buried in the data, its not EASY. You still have to click into every dossier and search on the key work that yielded the result. Not ideal - there's room for improvement on this.

This is a great product but it's pricey. I use it everyday and it's worth it for me, but, if it's a once and a while need, I don't imagine you'd see the ROI.

We use WealthX as a gut-check on our own assessment of net-worth, as well as for already-aggregated research on well known high-net-worth-individuals. We also depend on the data for information on foreign wealthy individuals. It works well for all these purposes.