WealthPoint Essentials is a service that can be purchased through Target Analytics and includes the following below:

WealthPoint Essentials includes:

 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