Last year, the organization linked up with Salesforce, the CRM and cloud computing company, to provide its wealth scoring, predictive analytics and precision prospecting tools. It also integrated its wealth intelligence data with Marketo, the marketing automation software firm.

Additionally, WealthEngine has recently started working with RBC Correspondent Services and RBC Advisor Services to provide wealth intelligence to advisors through RBC Marketplace.  

“Our clients are interested in using real-time data to not only define their ideal client before cultivating a relationship, but to also identify assets held elsewhere by existing clients," said Brett Thorne, head of RBC Correspondent and Advisor Services. “Having access to prospecting intelligence needs to be one of our solutions to help clients achieve their business goals and become their clients' primary advisor.”

Meanwhile, WealthEngine has released a wealth management solution to “fit the needs of any financial services organization.” The solution contains components of the WealthEngine Platform, including the ability to search for individuals, build “ultra-segmented” prospect lists, and find connections amongst current and prospective clients.