To better accommodate the wide variety of prospect research styles, WealthPoint Online allows prospect researchers to select between different types of matching logic when conducting a search. Users may choose a Search Type of either Strict or Relaxed via radio buttons on the search screen before beginning a new search.

Searches default to Relaxed logic, which allows a user to search on First and Last name alone. As a result, a Relaxed search will find some items not found in a Strict search. There is a good chance that a Relaxed search will return more “false hits” than a Strict search, so it is important that the user carefully review the results.

Strict searches return more reliable results because they employ more restrictive search criteria. A Strict search requires the user to supply the First and Last name of the prospect and at least one of the following: Home Address, Phone, Date of Birth, Business, or Business Address.