Wealth Data

財務計画と予算作成ツール

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A extensive data platform delivers databases, dynamic dashboards, market insights, and expert analysis to illuminate the financial advice world, enabling users to track adviser movement, skills, experience, and licensing while providing fast access to adviser and AFSL databases, client segmentation tools, and SMSF/super fund dashboards. Targeted at financial planners, licensees, administrators, researchers, and analysts, this solution addresses fragmented information, slow manual research, and opaque market trends by consolidating data into free and paid dashboards, segmentation capabilities, and fund statistics, empowering users to discover professionals, segment client bases, monitor superannuation trends, and benchmark performance.

Wealth Dataは次の場所にあります Financial Planning & Budgeting Tools カテゴリー。

Wealth Data に最も類似した製品は次のとおりです。

Ziggma 昇進 → YCharts → MICAP → ISS → Syntax →

スクリーンショット

詳細

Wealth Data 主な特徴

• Blog Updates
  Read our blog for the latest insights and news in the financial adviser market.
• Members Lounge
  Join the Members Lounge for exclusive access to a variety of financial dashboards.
• Free Dashboards
  Access free dashboards that provide important financial data and insights.
• Video Call Demo
  Book a 45-minute video call to see a demo of our services and learn about pricing.
• Free SMSF Statistics
  Access statistics on Self-Managed Super Funds (SMSFs) for better financial planning.
• Adviser Weekly Dashboards
  Get weekly updates on adviser movements and trends in the financial market.
• Adviser and AFSL Databases
  Quickly find financial advisers and Australian Financial Services Licensees (AFSLs) using our databases.
• Free Super Fund Level Stats
  View statistics on superannuation funds to understand their performance.
• Free Client Segmentation Tool
  Use a tool to help segment clients based on their financial needs and characteristics.
• Monthly and Yearly Membership
  Choose between monthly or yearly membership plans for full access to our services.

Wealth Data 特典

• Easy to Use Dashboards
  The dashboards are simple to navigate, making it easy for users to track financial adviser movements and trends.
• Interactive Dashboards
  The dashboards allow users to explore data in a hands-on way, making it easier to find specific information.
• Weekly Market Insights
  Regular updates on adviser movements and market trends keep users aware of the latest developments.
• Client Segmentation Tool
  This tool helps advisers understand their clients better, allowing for more personalized service.
• Access to Adviser Databases
  Users can quickly find advisers based on their skills and experience, saving time in the search process.
• Access to Comprehensive Data
  Users can find important information quickly, which helps them make better decisions.
• Superannuation and SMSF Insights
  Users get updated statistics on superannuation and SMSFs, which helps them stay better about market changes.

Wealth Data は誰が使うべきでしょうか?

• Investors
  They can find useful information about superannuation and SMSF to manage their money wisely.
• Researchers
  They can use the databases to gather insights and analyze the financial advice world.
• New Advisers
  They can learn about the market and find opportunities to grow their business.
• Financial Advisers
  They can use the dashboards to see trends and changes in their field, helping them make better decisions.
• Superannuation Fund Managers
  They can access data to improve their fund's performance and attract more clients.

バッジ

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バッジをコピー

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バッジをコピー

Wealth Data 代替案

Ziggma 昇進

A comprehensive investment management platform provides tools for tracking an...

YCharts

A comprehensive platform that blends investment research, portfolio analytics...

MICAP

This platform serves financial advisers, wealth managers, and investment prof...

ISS

A comprehensive platform designed for financial services firms, this solution...

Syntax

This platform offers comprehensive financial data solutions designed to facil...

AssetBook

This innovative platform enhances portfolio management and client engagement ...

Adviser Solutions

A comprehensive suite of advanced technological solutions is designed to stre...

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