Product Overview

WealthGauge helps financial advisers:

  • Discover untapped asset growth opportunities within your current book of business
  • Increase productivity by automatically ranking and prioritizing high potential prospects 
  • Reduce time and effort spent researching
  • Enhance Salesforce.com to become a more useful prospecting tool and more accurately reflect potential new Assets Under Management (AUM)

WealthGauge Features:

  • Identify top opportunities with lead scoring: Rank prospects based on user-defined thresholds using variables or attributes such as income, total liquid assets, percent of assets with an adviser, and more
  • Better understand investment tendencies for each client with wealth measurements: Access reliable estimates of consumer assets, income, and investment tendencies such as likelihood for a self-directed versus managed account, and propensity for high risk asset holdings, equity versus fixed income, taxable versus  retirement products
  • Allocate more time to the client groups that make you more productive with lead segmentation: Segmentation sorts households into Manage, Protect, Maintain, and Develop quadrants to better manage clients based on opportunity
  • Better understand share-of-wallet with built-in calculations based on current assets under management divided by predicted total assets for a household or geography (assets held within and outside the firm
     
More