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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...
ResearchPoint v1.5 was a very exciting release which introduced new features, implemented client suggestions, and resolved outstanding issues. Remember, ResearchPoint is the system or "house" for your data, and WealthPoint is the service that...
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...
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...
We're back for Part II of WealthPoint Unwrapped. If you missed the first part, go back and read it so you're caught up! Last time we unwrapped the basics of WealthPoint, and I gave you a hint about what this post was going to be about. Did you...
Okay, so you aren't on the wrong website. This isn't FoodNetwork.com and Marc Summers isn't going to tell us how our favorite food is made. I am, however, going to attempt to unwrap the mysteries of WealthPoint for you. Let's cover the...