As of 2021 MGB has a contract with WealthPoint to screen all constituents. As affiliates join Atlas, all their constituents are screened as part of the cutover.
Good to Know!
- MGB can set up a process that will automatically screen new individuals as they are added to Atlas. Please add a mojo ticket set set this up.
- Out of the box, the WealthPoint data is added only to the Wealth and Ratings area. If you want to add it additionally as a model score or rating MGB can set this up for you as an automated import/export (please add a mojo ticket). Once added, be sure to update the ranking order used to calculate the Primary Rating smart field. Many of the Atlas reports and datalists show the Primary Rating, so if you do not decide to move the WealthPoint data to model scores/ratings, users will not see the WP rating information where other ratings are stored.
How Do I?
- Can I rescreen a group of individuals prior to starting research? Yes, you can do an ad hoc screening of selected individuals. Details on how to do this coming soon!