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WealthFeed

The integrated prospect profiles offered by Wealt4hFeed enhance prospect information by providing insights into net worth, demographics, and contact information...

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The integrated prospect profiles offered by Wealt4hFeed enhance prospect information by providing insights into net worth, demographics, and contact information...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

The integrated prospect profiles offered by Wealt4hFeed enhance prospect information by providing insights into net worth, demographics, and contact information. This allows sales teams to tailor their outreach efforts effectively. Although the handwritten note functionalities may initially appear complex, the platform’s omni-channel outreach capabilities and performance dashboards prove to be invaluable assets for revenue and sales teams.

Product Details

What Is WealthFeed?

WealthFeed is a cutting-edge platform that leverages AI technology to assist financial advisors in sales prospecting and engagement. By utilizing sophisticated filters and money-in-motion data, it empowers teams to identify valuable prospects who are undergoing life changes that may indicate a need for their services. This capability enables users to reach out to the right people at the ideal moment, enhancing conversion rates and boosting revenue. Additionally, its real-time monitoring feature addresses the issue of outdated lead lists, allowing advisors to capture more business from their current clientele.

WealthFeed Pricing

The pricing model for WealthFeed begins at $1,399 per year for those who commit annually. This package includes 700 initial credits along with access to a real-time database of prospects.

For a tailored quote on WealthFeed pricing specific to your organization, please reach out.

Note: Pricing may vary over time.

WealthFeed Integrations

This software seamlessly integrates with various platforms, including:

  • Salesforce CRM

  • Wealthbox

  • Redtail CRM

  • AdvisorStream

Schedule a complimentary demo of WealthFeed to discover more about its integration options.

Who Is WealthFeed For?

WealthFeed is perfectly suited for a variety of sectors, such as:

  • Financial advisors

  • Insurance agents

  • Tax advisors

  • Marketing departments

Is WealthFeed Right For You?

If your organization finds it challenging to pinpoint the right prospects or automate outreach efficiently, WealthFeed might be the solution you need. The platform monitors money-in-motion events, including inheritances, promotions, and job transitions, providing your sales team with timely alerts to engage prospects. This allows you to be among the first to connect with potential clients. With notable clients like Equilus Group, this SOC 2 Type 2 compliant software is designed for advisors aiming for more effective prospecting and enhanced returns on investment.

If you still have questions about WealthFeed, feel free to get in touch with our support team at info@softwareseekers.com for additional assistance.

Sales Tools Software Features

✘ activity
✘ mobile app
✘ bulk search
✘ sales tools
✔ lead scoring
✘ time billing
✘ call recording
✘ sales coaching
✘ verified email
✘ crm integration
✘ lead enrichment
✔ lead management
✘ task management
✘ order management
✔ sales automation
✘ sales enablement
✘ activity tracking
✘ data connectivity
✘ email integration
✘ sales forecasting
✘ activity dashboard
✘ applicant tracking
✘ catalog management
✘ collaboration tool
✘ contact management
✘ content management
✘ customizable forms
✘ meeting scheduling
✘ reportinganalytics
✘ sales acceleration
✘ sales intelligence
✘ account development
✘ attendance tracking
✘ collaboration tools
✘ document management
✘ proposal generation
✘ reporting analytics
✘ cloud based software
✘ field sales software
✘ inventory management
✔ performance tracking
✘ white space analysis
✘ asynchronous learning
✘ business intelligence
✘ procurement management
✔ customizable dashboards
✘ esignature capabilities
✘ file sharing management
✘ real time communication
✔ reporting and analytics
✘ supply chain management
✘ e signature capabilities
✘ embedded crm integration
✘ market signal monitoring
✘ sales analytics software
✘ sales platforms software
✘ data enrichment ai fields
✘ sales pipeline management
✘ access controlspermissions
✘ human resources management
✘ integration with crm tools
✘ sales intelligence software
✘ customizable dashboards views
✘ predictive sales intelligence
✘ compliance and risk management
✘ human resources management hrm
✘ revenue operations intelligence
✘ customer relationship management
✘ crm integration and data services
✘ customer relationship management crm
✘ cross selling up selling recommendations
✘ revenue operations intelligence software
✘ activity tracking reporting and analytics
✘ sales intelligence via technology tracking

Pros

  • ✔ Accurate real-time money-in-motion data
  • ✔ Highly effective targeted niche filtering options
  • ✔ Effective database enrichment for current clients

Cons

  • ✘ Manual research is required at times
  • ✘ The system lines up cold prospects, which impacts conversions

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

It integrates with Salesforce, Wealthbox, Redtail, AdvisorStream, and Broadridge.

The vendor has not shared information regarding its API.

The vendor has not shared information regarding a dedicated mobile app.

WealthFeed is primarily available in English.

WealthFeed offers an annual subscription plan that starts at around $1399/year. Request a personalized WealthFeed price quote for your business.

Typical users include financial advisors, insurance agents, and tax advisory professionals.

It offers support via email, phone, and FAQs.