Searching really hasn’t changed all that much! For the most part, you will simply find that in WealthEngine9 some areas of the tool are now collapsible and the pages are a little easier to navigate. However, there are two areas of note:
The "Quick" option in Person Search has been made the default and streamlined for ease of use, but "Advanced" is still available. As before, Quick and Advanced may get you different results, and neither is inherently superior.
- Note: For more on this subject check out our Quick vs Advanced Search Guide.
The RealQuest tool, which previously allowed users to look up real estate data, is no longer available within WealthEngine. It was an external third-party link that was provided for convenience purposes as an additional lookup and reporting capability – but it didn’t enhance the profiles or anything else in our platform. We already include wealth insights that are informed by real estate holdings and their market value, as well as detailed real estate holding information within the Research Details section of profiles. You aren't losing any of that! If you have any questions about this change, please reach out to our Customer Service team.
- Note: Our Real Estate Intro article will provide some additional information about our real estate data. If you have any additional questions about this change, please reach out to our Customer Service team.