WealthPoint Searches
When WealthPoint searches its various data sources for wealth information about your selected constituents, the constituent fields listed below are used. Accurate and complete information in these fields results in more comprehensive and reliable search results.
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Constituent’s full name: Any combination. Consider entering middle name information if possible when you create a constituent record. The suffix field may also prove useful in the constituent matching process. |
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Primary business: Even if you do not know the address, the company name may prove helpful |
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Spouse: Any combination |
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Address: Used in many matching formulas and required for real estate |
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Birth date and spouse birth date |