1. In ResearchPoint, click Analysis > Query
2. Click the Add icon to add a new Ad-Hoc Query.
3. Choose Constituent for the Record Type.
4. Click Constituents from the list the forms underneath.
5. Under the Field Explorer box, choose Wealth Information at the bottom.
6. Choose to add one of the following criteria:
  • WealthPoint Search Date is blank
  • Total Identified Assets is blank
7. Choose the desired output fields
8. Save the query and use it for WealthPoint searches