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September ResearchPoint Data Updates

Anthony Pisano

It's that time again. Last week we updated a few data sources that ResearchPoint uses when you do wealth screenings. The highlight of this release is an update to Experian which now contains over 335 million records.

Other data updated in this release is Guidestar (non profit and foundation affiliations), NOZA (gifts to other organizations), FEC (political giving), and TRBI (income). NOZA continues to grow over 1 million gifts per month.

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Comments

Randy Bunney

Hi, Anthony, do the notes remain on an individual WealthPoint if one enter notes on a WealthPoint item, business for instance, do those notes hold after you do a global update of selected data sources? Ditto if someone does a manual Get WealthPoint update.

Finally, Anthony, I may have asked this before. Does BBCRM also receive the same data updates at the same time as the ResearchPoint updates?

Thanks,

Randy C. Bunney