wealthoptics.com

WealthOptics | Get Focused.

WealthOptics provides wealth management professionals and Ultra-/High-Net-Worth (U/HNW) investors unique solutions to access client/prospect insights and competitive intelligence on the global wealth marketplace – from affluent to institutional. To discuss developing a customized research-based consulting solution to meet your objectives, please click here. To become a community member and gain access to competitor profiles, or to access our Prospect Intelligence Program, please click here.

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WealthOptics | Get Focused. | wealthoptics.com Reviews

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WealthOptics provides wealth management professionals and Ultra-/High-Net-Worth (U/HNW) investors unique solutions to access client/prospect insights and competitive intelligence on the global wealth marketplace – from affluent to institutional. To discuss developing a customized research-based consulting solution to meet your objectives, please click here. To become a community member and gain access to competitor profiles, or to access our Prospect Intelligence Program, please click here.

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WealthOptics | Get Focused. | wealthoptics.com Reviews

https://wealthoptics.com

WealthOptics provides wealth management professionals and Ultra-/High-Net-Worth (U/HNW) investors unique solutions to access client/prospect insights and competitive intelligence on the global wealth marketplace – from affluent to institutional. To discuss developing a customized research-based consulting solution to meet your objectives, please click here. To become a community member and gain access to competitor profiles, or to access our Prospect Intelligence Program, please click here.

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wealthoptics.com

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WealthOptics | USA

http://www.wealthoptics.com/member-area/competitive-intelligence/usa-2

According to industry research, there are over 3.3 Million High Net Worth Individuals with a a combined wealth of $11.4 Trillion in the United States. WealthOptics’ competitor profiles for the U.S. covers over $3.1 Trillion in Assets Under Management and nearly 70,000 financial advisors serving clients. The competitors profiled in the United States include:. Bank of America/Merrill Wealth Management. BNY Mellon Wealth Management. Wells Fargo Private Bank. Please sign in or request access by clicking here.

2

WealthOptics | Client Experience

http://www.wealthoptics.com/member-area/client-experience

Can you risk not providing great client experience? We all know clients quit doing business with a firm due to bad experiences, and clients that have bad experiences tell others about it. WealthOptics offers results-driven, practical solutions that can help you:. Deliver differentiated client experiences across channels – branch offices or other client spaces, paper-based materials and marketing collateral, your firm’s online presence, and service-line delivery processes. Top and Bottom Line Focused.

3

WealthOptics | Prospect Intelligence

http://www.wealthoptics.com/member-area/prospect-intelligence

When you want to know more about a prospect you plan to meet with, or better understand the financial opportunity with an existing client, we can help. This program expands your toolkit by:. Helping you better position your and your firm’s capabilities. Optimizing your time to focus on developing a unique value proposition tailored toward a specific prospect’s or client’s wealth management needs. Providing a comprehensive view earlier in the acquisition phase to shorten the overall sales cycle.

4

WealthOptics | ABOUT US

http://www.wealthoptics.com/about-us

WealthOptics helps its clients get more focused on markets, competitors and people, whether affluent investors or institutional. Finally, WealthOptics has developed a world-class prospecting program that delivers robust dossiers on top prospects in a given market. These custom profiles directly support financial advisors’ prospecting initiatives and firms’ KYC programs. We are the global standard in providing collaborative and market-based intelligence on the wealth management industry. WealthOptics,...

5

WealthOptics | Financial Advisors

http://www.wealthoptics.com/sample-page/wealth-advisors

How do you ensure success in such a competitive environment? The WealthOptics online solution provides you a competitive information edge so you can tailor your sales management approach through:. In-depth overviews on how wealth advisors position their firm to clients and prospects. An overview of client segmentation strategies and differences in the platform delivered. Insight into pricing and minimum investment thresholds at the product level. WealthOptics can develop in-depth dossiers on your top pro...

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wealthoptics.com

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WealthOptics provides wealth management professionals and Ultra-/High-Net-Worth (U/HNW) investors unique solutions to access client/prospect insights and competitive intelligence on the global wealth marketplace – from affluent to institutional. To discuss developing a customized research-based consulting solution to meet your objectives, please click here. To become a community member and gain access to competitor profiles, or to access our Prospect Intelligence Program, please click here.

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