Wealth & Asset Management
Intelligence & Insight for Growth
The Powerlytics Data Platform uses the most accurate and comprehensive business and consumer financial data available to provide market intelligence and predictive analytics to power better decisions for professionals in the Wealth & Asset Management sector.
Powerlytics helps you locate the right clients for your business while enabling you to serve and advise them at the optimal level.
Scale, Accuracy & Relevance
Powerlytics data is unmatched for scale and accuracy.
Our database originates from source of truth economic records of over 150 million households and 200 million adults in the US and includes:
– Over 200 financial variables.
– Investable assets for every household in the US.
– Total household income for every household in the US.
– Insight into all components of income, including capital gains, interest and dividends, as well as retirement related income (e.g. Pensions & Annuities, IRA Distributions).
Powerlytics delivers the most valuable data and analytics available in the world of Wealth & Asset Management.
Targeting / Prospecting
Identifying the audience who need you…
Investible Assets Estimation – Focus on the highest-potential customers and prospects.
Income Estimation & Verification – Understand customers and prospects True Income with no friction, to gain insight into an individual’s long-term potential.
Prospect Targeting – Zero in on the optimal prospects with custom targeting models.
Maximizing your portfolio…
Client Segmentation – Efficient and intelligent portfolio management.
360 Customer Profile – Better understand your customers and maximize cross-sell and upsell opportunities.
Share of Wallet Analytics – Identify potential for growth.
Strategy & Insight
Serving your clients with world-class information and advice…
Corporate/Distribution Strategy – Find the best segments and markets to sell/serve.
Advisor Optimization – Region specific data & intelligence.
Product Strategy – Match the optimal product to each segment.
Investment Research – Analysis and insights on Municipal Bonds, Asset-back Securities, Real Estate, Macro/Micro Economic trends etc.