WealthComplete Premier

WealthComplete Premier offers the following measures:

• Total Assets: Total Assets measure, expressed as continuous measures of dollars per household, of all deposits plus investments capped at a maximum value of $25 Million+.
• Investment Measures: Total Investments measure, expressed as continuous measures of dollars per household, for: Total Stocks, Total Bonds, Total Mutual Funds, Total Annuities, and Total Other Investments.
• Deposit Measures: Total Deposits measure, expressed as continuous measures of dollars per household, for: Total Interest Checking, Total Non-Interest Checking, Total Savings, Total Money Market Deposit Accounts, Total CDs and Total Other Deposits. WealthComplete Premier data does not include or reflect business assets, defined contribution/group plans (e.g., 401k plans) and non-tangible, non-financial assets like home value

WealthComplete Premier enables financial institutions to segment and prioritize customers and prospects based on their estimated total assets and asset allocation. It aids in share-of-wallet analysis, and in portfolio management by enabling creation of more relevant product offers based on asset potential, wealth segments, and investment profiles.

Yes, WealthComplete Premier is only available to IXI Network Members.

The new WealthComplete Premier product enhances overall model performance while helping clients to address fair banking limitations by avoiding use of protected-class demographic attributes (e.g., age, marital status, presence of children).

WealthComplete Premier also does not use income in the model. Firms can use WealthComplete Premier to help satisfy internal compliance requirements, help prepare for regulatory reviews and address disparate impact inquiries, and help meet Community Reinvestment Act (CRA) guidelines.