Data refresh will automatically refresh certain data sources. For example, if the D&B data is refreshed, all constituents whose records were updated with the new D&B data display on the page, along with the date of the update, the source updated, wealth detail information, fields updated, and the old and new values.

The following data sources are included in the Data Refresh process:
  • D&B
  • GuideStar - Nonprofit Affiliations
  • GuideStar - Private Foundations
  • Thomson
  • Who’s Who
NOTE: Ensure your ResearchPoint subscription is either ResearchPointSilver or ResearchPointGold. The option to Enable Data Refresh in Manage Wealth and Ratings is not available to ResearchPoint Crystal or Bronze clients. To enable Data Refreshes, please follow the steps below:

1. Click the Prospects Icon at the top of the page.
2. Click Wealth and Ratings data on the right hand side under Configuration
3. Click Enable Data Refresh under Tasks on the left hand side.