Product Overview
WealthComplete® Premier provides estimates of total assets at the household level, based on the estimated total liquid financial assets held by all U.S. households. It is available exclusively for use by IXI Network Member Firms.
WealthComplete® Premier is best used for share of wallet opportunity analysis, asset allocation analysis and targeting potential prospects in both offline and online applications.
WealthComplete® Premier is best used for share of wallet opportunity analysis, asset allocation analysis and targeting potential prospects in both offline and online applications.
Key Benefits for Financial Services Firms
- Better understand customer potential share of wallet, plus target high-potential prospects
- Dollar estimates of total assets at the household-level informed by our direct measurement of anonymous invested retail assets
- Insight on customers' likely investment product allocation & deposit product preferences
- Identify super-affluent households ($25+ million in invested assets)
- A compliance-friendly solution for asset & deposit gathering
- Use in non-FCRA applications across the customer lifecycle
Related Resources
Related Products
MarketMix Premier
Better determine market share and improve territory and branch planning
Investyles
Enhance your customer models with investable assets and investment behavior data
MarketVision for Securities
Better determine brokerage market share and improve territory and branch planning
contact
Contact Us
Connect with our sales team and discover how this product can meet your business needs.
Wealth Insights Suite
Leverage insights to help differentiate and find the right consumers to grow your business.