Use case · Wealth potential

Broaden your understanding beyond entrusted assets.

Review known holdings, wealth estimates and missing information to prepare a discussion of the client’s needs.

Review known holdings, wealth estimates and missing information to prepare a discussion of the client’s needs. Ask better questions about the client’s plans and needs.

Portfolio workflow →Explore a market →Decision support with AIDEE →

What DNA brings together

Known holdings

Connected companies and available ownership information provide an initial view of business wealth.

Estimates and coverage

Indicators distinguish calculable values from assumptions, depending on available data.

Situations to investigate

Wealth complexity and other reasons for contact enrich meeting preparation.

What your team gets

Available holdings and estimates
Coverage information and missing data
Other situations relevant to a wealth conversation
Meeting preparation based on information that can be checked

A wealth review

Ask better questions about the client’s plans and needs.

WEASSE estimates the value of calculable holdings. An extrapolation is not an inventory of total wealth or available cash.

AIDEE

Explore the results with your assistant

In your portfolio, AIDEE helps you explore people and results, then access the relevant views. For example:

« Which profiles combine wealth potential with several reasons for contact? »

Discover AIDEE →

When to use it

An estimate helps prepare a conversation and deepen understanding with the client. It supports a review of needs that entrusted assets alone may not reveal.

Questions about this use case

What information does DNA bring together?

Connected companies and available ownership information provide an initial view of business wealth. Indicators distinguish calculable values from assumptions, depending on available data. Wealth complexity and other reasons for contact enrich meeting preparation.

How does the team use these results?

An estimate helps prepare a conversation and deepen understanding with the client. It supports a review of needs that entrusted assets alone may not reveal.