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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

NPOAuthority’s software offers a groundbreaking solution for nonprofits aiming to refine their fundraising tactics through specialized prospect research. By incorporating leading-edge features from top industry providers like DonorSearch, NPOAuthority delivers an extensive array of tools for wealth screening and prospect analysis. This innovative software provides comprehensive insights into donor wealth, giving trends, and philanthropic preferences, allowing access to detailed profiles that encompass net worth, real estate assets, charitable donations, and business connections. These insights empower organizations to devise highly tailored, data-informed approaches for effectively engaging potential supporters. In addition to facilitating data collection, NPOAuthority stands out in wealth screening and evaluation, utilizing predictive modeling techniques to pinpoint the most promising prospects. Its sophisticated analytics work in harmony with your current donor database, significantly improving your capability to run focused fundraising campaigns. Furthermore, the intuitive interface ensures that teams of all experience levels can harness the software's full potential for maximum impact.

Description

Wealth-X Diligence offers a distinctive blend of comprehensive insights into individuals across all wealth tiers, catering to organizations aiming to fulfill regulatory obligations and best practice standards while reducing both reputational and commercial risks. Our skilled global research team assists in addressing gaps within your compliance strategy, delivering an extensive evaluation of a client's net worth and the origins of their wealth, ensuring its legitimacy. In light of escalating regulations and a shift towards increased transparency, comprehending the source of wealth has become essential for effective due diligence. Organizations must recognize that the implications of non-compliance extend beyond regulatory fines to encompass significant reputational harm. The Wealth-X Diligence dossier simplifies the due diligence process by offering precise and pertinent information, thus eliminating the clutter that can often accompany such investigations. This streamlined approach not only enhances efficiency but also empowers organizations to make informed decisions with confidence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$1,695 per year
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

NPO AUTHORITY

Country

United States

Website

npoauthority.com

Vendor Details

Company Name

Altrata

Country

United States

Website

wealthx.com/products/diligence

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

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