From the Wealth And Ratings Data page, you can define a WealthPoint search process that includes a selection of records. For example, you have ten prospects you want updated with the latest WealthPoint data. In Manage Research Lists you create a group that includes these ten prospects. From Wealth And Ratings Data you can then create a search process using this group that instructs the program to extract information about the prospects included in the group from your WealthPoint system and update your prospects’ WealthPoint information.
Once you create a search process, you can also create a job schedule, instructing the process to run at a fixed interval. The Wealth And Ratings Data page houses a list of all executed searches. It displays date, status, user, and prospect information.
The WealthPoint Refresh Notification tab tracks wealth screening refreshes.
Access Wealth and Ratings Data Page
View Refreshed WealthPoint Data