For individuals, the Income/Compensation page on a constituent tracks the constituent’s salary, bonuses, stock options, etc.
For organizations, groups, and households, the Wealth and Ratings - Income/Compensation page tracks the prospect/household's salary, bonuses, stock options, etc. The page also stores information from MarketGuide by Reuters imported from WealthPoint.
MarketGuide by Reuters provides comprehensive biographical and financial information on officers and directors of over 20,000 companies worldwide. Insider data includes officer and board of director names, biographies, compensation, and stock options for over 9,000 U.S. public companies.
At the top of the page, you can filter information to display by selecting a specific Source, Confidence rating, or Match code.
For information about managing your columns and filtering and searching content in the grid, see Display Tips for Members List.
Add a prospect’s income and compensation information
Add Income/Compensation Information Screen
Edit a prospect’s income and compensation information
Confirm a prospect’s income and compensation information
Unconfirm a Prospect's Income/Compensation Information
Reject prospect income and compensation information
Undo "Reject" on Prospect Income/Compensation Information
Delete a prospect’s income and compensation information