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

Use Wealth Analytics to inspect authorized constituent/donor records, affluent advocates, volunteer-related views, dashboards, campaign reports, and drilldowns. Lists and portfolios provide separate organization tools. Use notification settings and the offered pause control to manage alerts.

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.