Wealth Analytics Screening Tool

Kellie BurnsFranco
Kellie BurnsFranco
Fourth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

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

Comments

  • Marie Stark
    Marie Stark Community All-Star
    Tenth Anniversary Kudos 5 December 2025 Monthly Challenge PowerUp Challenge #3 Gift Management

    Kellie, are you referring to Research Point?

  • Potique Johnson
    Potique Johnson
    Fourth Anniversary Kudos 1 Name Dropper Facilitator 1

    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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