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  • querying on Wealthpoint search updates

    I'm wondering if anyone has had success building a query on how many individuals have not been updated in WealthPoint after a specified date. Doing only the query "wealthpoint searchdate = not equal to [date]" and "wealthpoint search date is not blank AND wealth point search date not...
    Posted to Forum by Reid Samuel on 04-29-2011
  • 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
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