High Net Worth Insight is a dynamic and continually updated online prospect intelligence solution providing a steady stream of opportunities to manage the assets of wealthy individuals in need of your services. Sign up for a personalized demo to learn more.

Build Your Book of Business

Our clients have proven that High Net Worth Insight helps them generate better leads by segmenting the market based on dozens of criteria in order to identify deals they know they can easily close. In addition to powerful search capabilities, daily activity alerts, detailed profiles, and custom tracking of your target prospects, High Net Worth Insight offers:

• Referral Center - Identify more client connections in an expanded network to get more referrals, win more often and close deals faster
• Money in Motion - Be the first to find out when a high net worth individual in your area has a wealth-creating event (new job, promotion, stock sale, etc.)
• Prospecting Best Practices - Innovative pre-programmed segment searches are integrated with our profiles database to increase your reach
• Foundations & Endowments - Access a tremendous untapped market with over 125,000 profiles of assets, managers, trustees and more
• CRM System - Use our embedded CRM functionality to schedule activity and measure ROI, or seamlessly integrate our profile data within your existing system

Prospect Intelligence

The more you know about your prospect, the better your service proposal and personal relationship will be. Our detailed profiles feature proprietary wealth scores, insider trading history and biographies among other information for the individuals in your area. See a sample profile.

Target Ideal Opportunities

You know better than anyone which types of individuals are best fit for your services - based on asset size, trading style, job title, retirement plan status or a variety of other criteria. Improve your win ratio by using our pinpoint search filters to narrow your focus and generate a list of prospects you know you can close.

Get New Leads

Innovative features provided standard to all clients include:

• Referral Center – Increase referrals to close business more easily
• Money in Motion – New executive jobs, insider transactions and M&A activity
• Prospecting Best Practices – Learn the many ways to find new business
• Foundations & Endowments – Analyze over 125,000 entities
• CRM System – Embedded CRM functionality to track activity and measure ROI

Enable Your FAs to Succeed

Proactive institutional clients provide their financial advisors with access to High Net Worth Insight as a tool to increase business development or as an incentive reward for strong performance. High Net Worth Insight may also be white-labeled and provided as a prospecting tool or performance reward for FAs using your corporate branding and identity.

Begin a Conversation

Contact us to make more money in less time using High Net Worth Insight.