High Net Worth Insight > Wealth Management

Wealth Creating Events can transform the financial picture of your clients and targets overnight. As a result, High Net Worth Insight tracks these events every single day to ensure that you are the first to know about any changes that are taking place for your clients or within your geographical scope.

Each day, High Net Worth Insight tracks:

• New executive appointments and promotions
• Insider transactions
• Merger & Acquisitions
• IPO's
• Venture Financing's
• New Manager Hires

This information allows you to identify exactly the right time to be focusing on a particular client or prospect. With our daily email alerts, you can have this delivered to your inbox each morning to keep you abreast of market changes.

Track Your Existing Clients

With the High Net Worth Insight Wealth Tracker Service, you can automatically monitor the changes within your existing client base. We work with you to match your client list to our database of high net worth individuals. Once the match is complete we structure the customized email alerts to automatically be sent each day. You can have all of the wealth creating events go to a central marketing group or directly to the advisor or private banker with the end customer relationship. Either way, this intelligence can help you stay on top of your relationships and quickly identify opportunities to grow your assets under management.