UnlockWealthIntelligenceforYourTeam
Identify high-net-worth prospects with interactive property maps, comprehensive wealth profiles, and real-time WealthEngine data. Transform cold canvassing into data-driven prospecting.
Prospecting Features
Everything Wealth Managers Need
Visual prospecting platform with color-coded property maps, WealthEngine data integration, and seamless CRM workflow tools.
100%
Visual Prospecting
Intelligent Property Maps
Client Prospecting
Identify high-net-worth prospects with color-coded property maps and instantly access comprehensive wealth profiles.
WealthEngine Integration
Real-time access to household net worth, investable assets, philanthropic interests, and luxury affinity scores.
Net Worth Data
Liquidity Events
Wealth Profiles
CRM Integration
Save prospects, add notes, set follow-up reminders, and export to your existing CRM with one-click workflows.
$2.4M
A
B
$1.8M$3.2M
C
Transform Your Property Intelligence Today
Join leading companies who trust Plotbook for their property data and wealth intelligence needs.