Use wealth analytics, lists, portfolios, and notifications

For authorized Wealth Analytics users. Features and result access depend on your school’s subscription and your permissions.

How to use

Open Wealth → Constituents → All to find screened records. The same menu can expose Donors, Advocates, VMS Constituents, and VMS Volunteers when those products are available. Use Wealth → Lists or Portfolio to organize records, Analytics → School or Campaigns for the available dashboards, and Notifications to review or pause a notification rule. Uploads contains screening-file history. Some menus appear only after a screening file has been processed.

Wealth Alerts also has its own access/upload screens and informational pages. Do not infer that access to a Wealth Alerts teaser provides full Wealth Analytics capabilities.

Troubleshooting

Confirm school entitlement and your administrator/user role before diagnosing a missing screen. Check list/portfolio filters and data-upload status for missing people. Exact scoring, coverage, alert triggers, and refresh timing require the configured data service.

When to contact Support

Access wealth information only through your authorized role. A screening label is not a guarantee of an individual’s giving capacity.