Search wealth constituents and understand profile data

Tags: product:wealth intent:constituent-search intent:wealth-profile intent:source-history

Go to Wealth > Constituents. Search by name, email, or ID and open a result. The profile can show personal contact data, political party, prospect manager, affiliations, net-worth estimates, low/high ranges, NTEE codes, indicators, recent fundraising activity, advocacy, VMS activity, and an engagement score when those sources/products are available.

Select the magnifying-glass control beside a datapoint to view its historical source values. Different uploads can contain different values, and the most recent displayed value is not necessarily verified by the constituent. Wealth data is an estimate used for prioritization, not a credit decision or a statement of exact assets.

Use Add or Remove on the profile to manage the current user's Wealth portfolio when available. That action does not change the institution's source CRM or delete the constituent from an uploaded file.