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.
Contact information: address, address type, do not send mail, this address is confidential, seasonal information
Biographical data: information imported through WealthPoint from Marquis Who's Who and Experian
Relationships
Interests
Educational institutions
Educational involvements
Attributes
Supporting information: notes, media links, attachments
Demographics: target gift range, income, birthplace, religion, ethnicity
Alternate lookup IDs
Aliases
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.
Educational Institutions Information
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