File to Import:
This file will contain any ID's and columns necessary to import the WealthPoint Rating?.
File with General Information:
This file will contain general Biographical information and the fields below. This file is not designed to be imported into a database and should not be formatted for import.
|Real Estate||Real estate values from CoreLogic matched on multiple addresses|
|Private Company Ownership||Yes / No indicator showing ownership of company|
|Larkspur Wealth Indicator||Y/N|
|Who’s Who Indicator||Y/N|
|Stock Holdings||total amount of public stocks found|
|Stock Options||total amount of public options found counted at 50%|
|Philanthropic Indicator||Y/N from NOZA exact match database indicating individual was listed in that file|
|Total Estimated Assets||total score using assets found|
|Rating (A-G)||See What is What is WealthPoint Rating? for more information|
WealthPoint Data Sources