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Wealth Analytics Screening Tool

Kellie BurnsFranco

Hello,

I need to begin running the wealth analytics screening tool, however, I have no idea where to find this. Can someone please share where this may be?

Thank you,

Kellie

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Marie Stark

Kellie, are you referring to Research Point?

Potique Johnson

Kellie,

You will need to start with Research Point first, unless you have an outside software system that allows you to run wealth screenings. I would highly suggest that you watch the Research Point videos on e-learning first. That will help.

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