delivers a detailed view of an individual’s financial profile through asset-level holdings data and comprehensive wealth analysis. This package includes information on the types and estimated values of assets held, alongside analytical assessments that support overall wealth categorization, such as High Net Worth (HNW) and Ultra High Net Worth (UHNW).

Person Board Metric

Wealth Insights

Family Office Person

docs.altrata.com

Altrata Migration

Data Packages & Subscription Entitlements

Developer Changelog

Breaking Changes

Altrata Developer Home

Getting Access

URLs

GraphiQL Explorer

Profile API

Events API

Relationship API

SFTP

Matching

Paging

Errors, Warnings & Limits

APIs & Services

Connecting to the Data Feed

Data Feed Structure Changes

Data Feed Directory Structure

File Format

Data Model

Core Data

Wealth Donations

Executive Insights

Data Dictionaries

Data Feed

Installation & Authentication

Field Mapping

Data Controls

Page Layouts

Advanced Search

Connections

Pathfinder

Uninstalling the Altrata Salesforce App

Uninstalling the BoardEx Salesforce Application

Uninstalling the RelSci Salesforce Application

Uninstalling the Wealth-X Salesforce Application

Uninstallation Steps

Salesforce App

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