Wealth & Financial Assets
Understand current and projected household wealth
Analyze factual current and projected household wealth and asset measurements. Gain supplemental insight into a market’s investment and holdings characteristics.
The Pitney Bowes Software Financial Assets and Wealth module provides total, average, aggregate, and median indicators of assets and wealth of American households for current year and 5-year projections. This module provides a compelling set of asset and wealth measurements, and aggregate measures handle custom trade area analyses.
The Financial Assets and Wealth database 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
For more information on how to understand your customer’s asset and wealth measurements, contact us today.
NOTICE: Because we offer many custom solutions, it is our policy not to post pricing on our website. Please contact our knowledgeable staff to select and price products that fit your organization's budget, number of users, IT environment, data requirements, support and education needs. We apologize for any inconvenience.
Understand the components of Financial Assets
The Pitney Bowes Software Financial Assets and Wealth module’s Financial Assets component includes the following investment and savings vehicles:
- Transaction accounts
- Certificates of deposit
- Savings bonds
- Bonds
- Stocks
- Mutual funds
- Retirement accounts
- Life insurance cash value
- Other managed
- Other financial assets
Understand the components of Wealth
The Pitney Bowes Software Financial Assets and Wealth module’s Wealth component includes the following non-financial assets:
- Vehicles
- Primary residence
- Investment real estate
- Business assets
- Other non-financial assets