WealthPoint Essentials is a service that can be purchased through Target Analytics and includes the following below:
WealthPoint Essentials includes:
- Wealth Indicators:
- WealthPoint Rating (BB605456)
- Liquid Score
- Full WealthPoint screening on top 10% of records
- 1-year subscription to ResearchPoint Crystal edition:
- Training: Unlimited ResearchPoint Curriculum access.
- 500 one-at-a-time WealthPoint Professional searches
- Maintenance and phone support
For more information, review the WealthPoint Essentials Training, which covers the following objectives:
- Define WealthPoint Essentials services provided by Target Analytics
- Identify data returned in the WealthPoint Screening
- Use the data to determine next steps for implementation
- Learn how to access data in ResearchPoint