Biographical Information

Warning: Biographical information displays for only individual constituents, not organizations, groups, or households.

The Biographical Information tab on a prospect’s Wealth and Ratings screen houses a wealth of personal information.

Note: The Who’s Who data source includes detailed biographical information on over 1,000,000 individuals. To obtain this information, Marquis matches the WealthPoint file against 20 volumes, including all regional publications: Who’s Who in Finance & Industry, Who’s Who of Emerging Leaders in America, and Who’s Who in America.

 

Personal Information

Contact Information

Relationships

Documentation

Attributes

Educational Involvements

Educational Institutions Information

Constituent History

View data imported from Marquis Who’s Who or Experian

Filter biographical information display

Add Biographical Information

Add Biographical Information Screen

Edit data imported from Marquis Who's Who

Edit data imported from Experian

Confirm prospect biographical information

Unconfirm prospect biographical information

Reject prospect biographical information

Delete a constituent’s biographical information

Export biographical data information

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Biographical Information