Wealth and Financial Assets
Our Wealth and Financial Assets module features a database which consists of two main data components, enabling you to get a better understanding of your customers' assets.
With our financial assets and wealth module, you can analyze factual current and projected household wealth and asset measurements. You can also gain supplemental insight into a market’s investment and holdings characteristics.
How our financial assets and wealth measurements module worksThe Pitney Bowes Software financial assets and wealth module provides the total, average, aggregate, and median indicators of assets and wealth of American households for current year and 5-year projections.
It also provides you with a compelling set of asset and wealth measurements, and aggregate measures handle custom trade area analyzes.
The Wealth and Financial Assets data divides the measured data into two components:
- Financial Assets – includes investment and savings vehicles, and is a subset of the household wealth component
- Wealth – includes household net worth, or the difference between assets and liabilities at the household level
Financial assets and wealth measurements tools for your businessUsing our financial assets and wealth module within your business operations will give you real insights into your customers' financial and non-financial assets. Understanding your customers' household wealth and net worth will help you to plan and make business decisions more effectively.
To find out how to understand your customers' financial assets and wealth measurements, contact us today.
Financial Assets componentThe Financial Assets component of the Pitney Bowes Software financial assets and wealth measurements module includes data about the following investment and savings vehicles:
- Transaction accounts
- Certificates of deposit
- Savings bonds
- Mutual funds
- Retirement accounts
- Life insurance cash value
- Other managed
- Other financial assets
Wealth Measurements componentThe Wealth Measurements component of the Pitney Bowes Software financial assets and wealth measurements module includes data about the following non-financial assets:
- Primary residence
- Investment real estate
- Business assets
- Other non-financial assets
Data Sheets and Brochures
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