ResearchPoint: An Introduction – Session 2

As a prospect research software, ResearchPoint allows you to build comprehensive wealth profiles, manage lists of prospective donors, and access publicly available wealth and asset data.  In these sessions, we will be walking through the ResearchPoint database, and the tools and features embedded within it.

  • Segmenting with Query/Research Lists
  • Running group WealthPoint screenings, where is the data coming from?
  • Raiser’s Edge NXT Integration – how to keep both sets of records up to date with each other.