View Refreshed WealthPoint Data

If you choose to allow automatic WealthPoint Data Refreshes - by clicking the Enable Data Refresh option displayed on the explorer bar of the Wealth And Ratings Data page - any data refreshes added to the system are displayed on the Wealth And Ratings Data page.

For example, if the Dun & Bradstreet data is refreshed, all constituents whose records were updated with the new Dun & Bradstreet data display on the page, along with the date of the update, the source updated, wealth detail information, fields updated, and the old and new values.

The following data sources are included in the Data Refresh process:

  • Dun & Bradstreet

  • GuideStar - Nonprofit Associations

  • GuideStar - Foundation Affiliations

  • Thomson Reuters (Securities)

  • Who’s Who

You can filter the notifications included on the page based on the Name, Date submitted, or User name. Simply enter the information in the appropriate field included at the top of the grid and select Apply. To return to the default setting of all notifications, select Reset.

If you select Enable Data Refresh under Tasks on the Wealth And Ratings Data page, every time WealthPoint updates Dun & Bradstreet, Guidestar NP or FA, Thomson Reuters, or Who’s Who data your existing records are automatically updated. To help you keep track of refreshed records, the constituent name and other relevant information displays on the Wealth And Ratings Data page

From the Wealth And Ratings Data page on the WealthPoint Data Refresh tab, you can access the constituent record of any constituent included in a Data Refresh process.

To access the record, select the record in the WealthPoint Data Refresh history grid and select Go to constituent. The constituent record displays. Select Back to return to the Wealth And Ratings Data page.