Tag Archives: ResearchPoint

Webinar alert: Private Company Valuation Using ResearchPoint

Most wealth is held by private companies and their owners. Yet, these can be some of the most challenging research subjects. ResearchPoint provides some utilities for calculating private company value. This session will review the basic concepts behind private company … Continue reading

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Webinar: ResearchPoint User Clinic: Using Research Groups for Wealth Screening, RE Integration, and more!

Grouping prospects in ResearchPoint helps to segment lists, assign research to staff members, and perform many other functions in the tool. Learn the basics of using research groups to complete projects in ResearchPoint. See the hottest tips and tricks with … Continue reading

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