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