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Target Analytics... Break it Down for Me (Part 2 - WealthPoint)
On more than one occasion, you've probably asked yourself (or a customer support analyst) "...what is the difference between The Researcher's Edge and ProspectPoint? What about ResearchPoint and WealthPoint? Well, what services does my organization...
Recent WealthPoint changes affect you!
By a show of hands, who really liked the duplicate real estate results returned from LexisNexis in a WealthPoint search? No one - good! We didn't like it too much either, and thus decided to take matters into our own hands. So, we left LexNex behind...
Double Trouble: Exporting From The Researcher's Edge...Both Ways!
Exporting from The Researcher's Edge can be a very simple task. Highlight the Prospect Group you want to export Select the Data tab Choose the Export button Select the fields you want to export What could be easier than that?? Everything in the world...
WealthPoint's Newest Addition - Fidelity Data Services
As you may have heard, we are now using Fidelity Data Services for real estate searches in WealthPoint. What you might not have heard is what is Fidelity and why did we feel Fidelity was the best choice for you? Let's tackle the "what" first...
SaaS
With the release of ResearchPoint , which is only offered on the SaaS (Software As A Service) platform, you might have found yourself pondering the whole SaaS concept. Maybe you even asked yourself some of the following questions... What is Saas? How...
Getting Your Money's Worth -Integration
Back in college one of my Econ professors made an observation that college is the only product that we, as the buyer, are completely satisfied with getting less for our money...and in some cases, much less. As students, we most likely paid (and are still...
Quick Tip: Customizing and Sorting Columns in Researcher's Edge
To all of our Researcher's Edge users...have you ever been diligently working in a Prospect Group and wished that you could see different columns or have them sort a different way? Wish no longer! The columns and the way they sort are something you...