Welcome to Forums Sign in | Join | Help | Forums
in Search





Make the world a better place.

Browse by Tags

WealthPoint (RSS)
  • 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 have? I'm confused..." We hear...
    Posted to Weblog by Kelly Dewald on 11-04-2009
  • ResearchPoint v1.5 Release Features

    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 allows you to screen prospects and donors for wealth...
    Posted to Weblog by Kelly Dewald on 08-31-2009
  • 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 and have partnered with Fidelity Information Services...
    Posted to Weblog by Kelly Dewald on 08-31-2009
  • WealthPoint accessibility

    Our company uses WealthPoint for its constituents as part of our prospect research in RE7. Can WealthPoint be used for non constituents as well? Does anyone know if it's Web-based? Right now I'm doing a comparison of WealthPoint, WealthEngine and DonorSearch to see what we get on different prospects...
    Posted to Forum by Diane Lewey on 08-31-2009
  • 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. What is Fidelity? Fidelity Data Services (FIS...
    Posted to Weblog by Joy Waite on 07-10-2009
  • Unwrapping WealthPoint...Part II

    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 figure out my hint? Well if not I'll go ahead...
    Posted to Weblog by Joy Waite on 04-22-2009
  • WealthPoint Unwrapped...Part I

    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 basics first: What is WealthPoint? WealthPoint is...
    Posted to Weblog by Joy Waite on 04-09-2009
Page 1 of 1 (7 items)