New Batch Types We significantly improved the data import process in this release, including the ability to edit or append constituent data, modeling scores, educational history, and giving summary information. To accommodate these improvements, we added...
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...