The Investor Profile Tool
A Window to Your Affluent Market
Understanding how your ideal clients make decisions is something that every wealth manager struggles with. Knowing why investors make their decisions and being aware of their concerns, priorities and preferences is key to an effective marketing and sales strategy and ongoing client management.
Now imagine being able to quickly gather information on your ideal client segment. What are their top personal concerns? How does that client segment prefer to be communicated with? This is all possible with the Investor Profile Tool.
Using Spectrem’s Investor Profile Tool, you can quickly identify affluent investor behaviors and preferences and adapt your marketing and sales strategies as needed.
Wealth Level: $100K-$500K Wealth Level: $1MM -$1.9MM
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Pricing is per license. For group pricing, please contact us at 224.544.5353.