Group WealthPoint screenings - When you develop lists, you can focus your efforts on the constituents with the greatest capacity. You can also perform quick scans of new prospects. With the Screen list task, you can batch send a group of constituents through a WealthPoint screening! Whether you're looking for wealth information on a first screening or re-screening a group of prospects for new information, the group WealthPoint screening enables you to get new data more efficiently.
Customizable columns - The Members list is one of your greatest assets as a prospect researcher. The Columns button at the top of the list 
enables you to select which biographical and wealth fields you want to see. Once the columns appear, you can drag and drop them into the order you want to see data. You can sort by columns. And, you can filter by columns. The filter especially helps you to identify which prospects in the list hold the greatest value to your organization. To decide which columns mean the most to you, think about which indicators on a prospect's wealth and ratings records gives you the most insight. Once the records are filtered, select the remaining records. You can then copy them to a new, separate research list or assign a prospect manager. Or, you can do the opposite. You can filter the records to find those constituents who do not provide great opportunity at this time, select the records, and then remove from your list. This enables you to narrow down your research in a more time-effective manner!