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ProspectView®: Wealth Search
The online wealth search conducts multiple simultaneous searches. You can include spouse information, multiple addresses and even
business/employer information to “cast the net” even more widely.
All wealth searches offer a preview mode which give the user a list of the databases where data has been found. The online tool provides the
user with the option of reviewing the detail online or creating a single editable Word document report.
The online review of the results gives the user the ability to eliminate obvious mismatches before producing reports and the option of
upgrading the match quality for specific details. This means that report you produce will contain only the data you approve.
The online wealth search conducts multiple simultaneous searches. You can include spouse information, multiple addresses and even
business/employer information to “cast the net” even more widely.
All wealth searches offer a preview mode which give the user a list of the databases where data has been found. The online tool provides the
user with the option of reviewing the detail online or creating a single editable Word document report.
The online review of the results gives the user the ability to eliminate obvious mismatches before producing reports and the option of
upgrading the match quality for specific details. This means that report you produce will contain only the data you approve.
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