Improved Target Analytics Search

In ResearchPoint, we have streamlined searches of the Target Analytics database. Now, if several addresses are located for the same prospect, the prospect displays only once in the search results and all located addresses are rolled up with the single prospect.

In addition, prospect researchers can now include up to five addresses in their WealthPoint screenings. This allows the screening process to take multiple addresses into consideration and return the best results. The screening process considers the primary address and next four addresses. The order is determined based on most-recently-added addresses. Also, the Nickname field is now used in a Wealthpoint search, and thanks to the improved Target Analytics Search, all addresses located during a prospect search are now added to ResearchPoint, improving confidence ratings.

To learn more, watch the how-to video.