Both ResearchPoint and the Wealth and Ratings area in CRM give summary information regarding a prospect's assets, giving, and biographical information, among other data. When comparing the two, there is a discrepancy in the assets.
ResearchPoint and CRM have their own databases and do not share a database. The two applications to not communicate information between them, so that any data in either has to be entered. If data is entered into ResearchPoint and not into CRM, different assets will be seen in each.
Steps to Duplicate
In CRM: 1. Go to a constituent record 2. Select Wealth and Ratings under tasks 3. View the Wealth Summary or Assets tab