See your existing relationships
Bring in a spreadsheet and see the clients you’ve confirmed on one private, interactive map. Open a client to see how they’re connected to your brand.
Real Estate / Client relationships
See your property and advisory relationships.
Map buyers, their linked properties and your advisory or brokerage relationships. Use recorded ownership to explore potential audiences through your clients.
Included free with your Brand Page
What you get when you import your clients
Manage your client records
Add clients, update the details you’ve supplied and keep track of the purchases, products and services linked to each relationship.
Know who to contact again
See what each client bought or uses today. Pick up the conversation with the context for a service review, renewal or upgrade.
Importing clients, managing their records and using the map are free. UHNWI Direct campaigns are priced at checkout.
Explore by industry
Interactive preview · Real Estate
Build a sample client map
Choose up to 100 sample clients and select products or services. Turn on Reach to see the potential introductions each client could open.
Real Estate products or services
Demo data
Existing client
Linked product or service
Possible introduction
This demo uses simulated clients and reach figures. Actual reach depends on confirmed relationships, verified records, Direct eligibility and how much data is available for your industry.
Build your client map
Bring the client list you already use.
Upload a spreadsheet or find an existing UHNWI profile. Clients appear on your map after their profiles are matched or confirmed.
- CSV, TSV or XLSX. First name, last name and email are required.
- Up to 5,000 people per import. Add more batches as your client map grows.
- Choose an optional product, service or individual asset for the whole submission. For different products, use separate submissions or link each one from the client’s record.
| First name | Last name | Gender | Country | Brand | Suffix | |
|---|---|---|---|---|---|---|
| Alex | Example | alex@example.com | Unknown | GBR | Your Brand | Jr. |
| Sam | Example | sam@example.com | Unknown | USA | Your Brand | III |
| Taylor | Example | taylor@example.com | Unknown | CAN | Your Brand | Sr. |
Only upload clients whose individual net worth exceeds US$100 million.
From the map to UHNWI Direct
Reach a new audience.
Explore property owners connected to clients. Purchase-history audiences depend on recorded purchase dates.
- Explore reach from a client or your brand.More clients give the map more starting points. Shared contacts count once.
- Choose an available segment.Review the number of recipients available in Direct and the order total at checkout.
- Prepare the campaign in Direct.After payment, review the distribution list and prepare your campaign in your account.
Your Brand Page
Give your client relationships a place to grow.
Use your corporate email to create a Brand Page or request access to an existing one. Add your clients, organise the products and services they use, and review available Direct audiences when you have a campaign to run.