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Description
Embrace the future of wealth administration with Sonata Bravura, a top-tier wealth management solution that integrates cutting-edge technology and a track record of global achievements to elevate your financial management capabilities. Sonata serves as a premier wealth management platform, offering a streamlined approach for managing an extensive array of wealth management products all in one place. Its highly adaptable and scalable design ensures that Sonata caters to both the current and evolving demands of your business, delivering a unified, client-focused solution that facilitates seamless product administration, fosters innovation and compliance, and enhances the overall customer experience. By transitioning to a singular system, your organization can establish a forward-looking platform dedicated to enhancing customer satisfaction and driving business expansion. With a rich legacy of over three decades, Bravura’s Sonata platform stands out as the most comprehensive and feature-rich wealth management software solution available, equipping you with the tools necessary to thrive in an ever-changing market landscape. This powerful solution not only simplifies wealth management but also positions your business to seize new opportunities and achieve long-term success.
Description
Wealth-X Screening harnesses the power of cutting-edge wealth screening technology to maximize the value of your customer or prospect data, utilizing our exceptional insights into the wealthiest individuals worldwide. With a track record of excellence in wealth assessment and identity matching, our dedicated team enhances the accuracy and effectiveness of your data screening on a global scale. The Wealth-X Screening process delves into your current database, uncovering high and ultra-high-net-worth individuals, while also detailing their wealth profiles and personal connections. Additionally, it categorizes these individuals by wealth tier and match quality, facilitating easy organization and prioritization of potential leads. By tapping into the relationship networks of these identified matches, you can broaden your pool of qualified prospects and propel your new development initiatives. This strategic approach not only identifies valuable connections but also empowers organizations to make informed decisions that drive growth.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Bravura Solutions
Country
Australia
Website
www.bravurasolutions.com/service/sonata/
Vendor Details
Company Name
Wealth-X
Country
United States
Website
wealthx.com/products/screening