Prospect Finder Tab on Nexis Wealth Navigator Powered by Aidentified

The Prospect Finder tab on Nexis® Wealth Navigator Powered by Aidentified provides saved search filters that you can apply to create lists of people, companies, triggers, and a map.  

• You can use the prospect filters to search for your target donor profiles. You can save these filters and create alerts based on specific trigger events.
• You can create filtered prospect lists or update stale customer lists and then export them into a XLSX file to take with you.

 

Search Filters Show on Map Definitions of Your Network 1st and Get Introduced 2nd Degree Relationships

Results Creating a Saved Search

 

Search Filters  

You can select a Saved Search to apply to the search by clicking the drop-down arrow next to No Saved Search Selected. If you want to edit a Saved Search, click Update Saved Search from the drop-down list.
 
You can apply the following search filters:
 

Search Filter Categories	Available Filters
Quick Search	Name Home City State Company Title Schools Inferred Income - is modeled based on seniority, industry and size of company. Wealth Segment - includes property value, triggers such as IPOs, Company Acquired, Inferred Income, and remaining share balance for inside trades.
Household	Home Street Address Home City Geo Home City State County Zip Code - Use the drop-down and select Between to enter a range or Exact to enter a single zip code. Modeled Interests - You can select multiple items. If you select multiple interests, you can use the Apply Interests toggle to specify whether the search will find people that have any of the interests or all of them.    Age - Use the drop-down and select Between to enter a range or Exact to enter a specific age. Sex Modeled Marital Status - The modeled data attributes are derived from an Aidentified data provider’s use of a nationally recognized opt-in survey of respondents nationwide, which is a comprehensive, continuously fielded survey inclusive of both English and Spanish speakers. Modeled Presence of Children - The modeled data attributes are derived from an Aidentified data provider’s use of a nationally recognized opt-in survey of respondents nationwide, which is a comprehensive, continuously fielded survey inclusive of both English and Spanish speakers.
Professional	Inferred Income - is modeled based on seniority, industry and size of company. Wealth Segment - includes property value, triggers such as IPOs, Company Acquired, Inferred Income, and remaining share balance for inside trades. Remaining Share Balance - is based on the remaining number of shares for a stock (based on SEC Form 4) times the current stock price. SEC Form 4 is used by officers, directors, and other corporate "insiders" to notify the U.S. Securities and Exchange Commission (SEC) of their personal transactions in their company's securities. Form 4 must be filed within two business days after a transaction. Company Title Title Group Credentials Exclude Title Group Exclude Title Function Previous Companies Years of Experience at Current Employer Years of Career Experience Schools
Relationships	Introduction Opportunities - You can select 1 of the following: Your Network, Get Introduced, or Everyone. # of Mapped Relationships Person's Relationships Employee Relationship Mapping - Enter a company name and we'll show you their employee networks. Use the Grouping dropdown above the results to view by companies, titles, etc. Within the profile, see how the employee is connected in the Potential Path section. Relationships are mapped based on career overlaps, household members and neighbors.
Triggers	Triggers Funding Round Value Period Time Frame
Company	Industries Exclude Industries NAICS Company Viability Company Headcount Company Type
US Income Tax Insights	This feature utilizes data collected from individual tax filings consolidated at a Zip+4 level. Zip+4 usually comprises ten to twenty homes or locations. If a profile does not have a Zip+4 identifier, we provide a summary at the ZIP level. Take the following steps: Enter a $ range. Select 1 of the following attributes to filter by: Wage - The term “wages” is defined in section 3401(a) for Federal income tax withholding purposes as all remuneration for services performed by an employee for his employer, with certain specific exceptions. Household Income - Includes both taxable and nontaxable income of any persons living in the household. This refers to individuals, including children, who lived in the home for any period during the year and who may or may not be related to you. Wealth Income - This includes the total value of income generated from personal assets, including cash, bank deposits, real estate, assets in insurance and pension plans, ownership of unincorporated businesses, financial securities, and personal trusts. Retirement Income - Includes social security benefits as well as any benefits from annuities, retirement or profit-sharing plans, insurance contracts, IRAs, etc. Retirement income may be fully or partially taxable. Business Income - Includes income received from the sale of products or services. Schedule E Income - Includes income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in real estate mortgage investment conduits (REMICs). Non Wage Income - Non-wage income is any income you get that is not from a job and not reported on a W-2 (or a Schedule C, if Self-employed). Examples of non-wage income would be disability income, retirement plan/pension income, social security, unemployment, paid family leave, child support, alimony, investment income, and interest from a bank account. Disposable Income - For an individual, gross income is your total pay, which is the amount of money you've earned before taxes and other items are deducted. From your gross income, subtract the income taxes you owe. The amount left represents your disposable income. Total Investable Assets - Equals sum of total non-retirement assets (Interest-bearing assets: deposits, CDs, money-market funds, bonds, bond funds, etc. and equity-related assets: stocks, equity funds, ETFs, etc.) and retirement assets (IRAs, 401Ks and defined-contribution plans). Capital Gains - A capital gain occurs when you sell something for more than you spent to acquire it. This includes investments and also applies to personal property, such as a car. IRA Deduction - The IRS categorizes the IRA (Individual Retirement Account) deduction as an above-the-line deduction, meaning you can take it regardless of whether you itemize or claim the standard deduction. This deduction reduces your taxable income for the year, which ultimately reduces the amount of income tax you pay. Total Gifts to Charity - A charitable contribution is a donation or gift to, or for the use of, a qualified organization. It is voluntary and is made without getting, or expecting to get, anything of equal value. Real Estate Taxes - Deductible real estate taxes are generally any state or local taxes on real property levied for the general public welfare. Home Mortgage Interests and Points Reported - The term points is used to describe certain charges paid to obtain a home mortgage. Points may also be called loan origination fees, maximum loan charges, loan discount, or discount points. Points are prepaid interest and may be deductible as home mortgage interest.
Property	Home Owner Status Multiple Properties Property Type Property Value Home Purchase Date Home Sales Date Total Number of Rooms Lot Square Feet Effective Year Built   Number of Bedrooms Number of Baths Number of Partial Baths Number of Stories Number of Units Garage Pool Elevator
Tags	Tags can be utilized for segmentation purposes, allowing for effective organization and management of prospects. Use tags to include profiles or exclude profiles from your search results.
Wealth Model	Select the individual components of the Wealth Segment Model you want to include in your search results.
Attributes	Use the All / Any toggle to switch between a profile either including all of the attributes selected, or a combination of attributes selected. Email (Personal) Email (Work) Phone (Mobile) Phone (Other) Household Member Home Address Twitter Facebook LinkedIn Notes AI Inspected Home Address - verification checks the last name. AI Inspected Home Owner Status -verification checks the full name.
Import Source	Select Relationships to search all of the following OR select the items individually: LinkedIn iCloud Google Outlook Aidentified Mapped Relationships Added in Aidentified App Select CSV Files to search all or select the individual files you want to search. Select Shared CSV Files to search all or select the individual files you want to search.
Team Members	Use this filter to view your Teams. You can include or exclude different teams from the search.

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Results  

The Results displayed match the filters applied. You can collapse the filters section to provide additional viewing space for the results.

You can customize the columns available by clicking the pencil icon and selecting which columns to display or hide. 

You can rearrange the columns by dragging and dropping them to your preferred positions.

You can sort most of the Result columns by ascending or descending order. You can search within some of the columns by clicking on the magnifying glass. The columns provided on the Results page vary based on the filters applied. 

You can remove any applied filter by clicking the X next to that filter at the top of the results list.

You can view the list by the following Introduction Opportunities: Your Network 1st, Get Introduced 2nd, or Everyone. For more information, see Definitions of Your Network 1st and Get Introduced 2nd Degree Relationships.

You can use the Group by: Select Option drop-down to group and display the results by the different groupings:

Age Companies Company Headcount Company Viability Credentials Function Funding Round

Home City Home State Home Zip Industries Inferred Income Modeled Interests Modeled Marital Status

Multiple Properties Previous Companies Property Type Remaining Share Balance Schools Sex Tags

Team Relationship Paths Title Title Group Triggers Wealth Segment # of Mapped Relationships

You can select Notes to filter to profiles where you have added notes.

You can click on a person's name to view their profile. For more information, see Viewing a Profile.  

You can add people to your favorites by hovering over them, click on the tag icon, select Favorites, and Add to Profile(s). 

You can export all results by clicking Export All or by selecting results and then clicking Export CSV(x). X represents the number of selected results.
You can integrate results into your CRM by clicking Integrate CRM at the top of the results page. You can also use Integrate CRM for a single result by hovering over a result and clicking the + (plus symbol).

 
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Show on Map  

You can click Show on Map to determine where your donors are located geographically. This could be useful when you are determining where to host a conference or event.

You can also draw a designated area on the map to target specific profiles within a region by clicking on the square (polygon tool) and then left clicking on the map to create the desired shape. You must start and end at the same point for the shape to finalize. 

You can remove any applied filters by clicking the X next to that filter at the top of the map. 
 
You can view the list by the following Introduction Opportunities: Your Network 1st, Get Introduced 2nd, or Everyone. For more information, see Definitions of Your Network 1st and Get Introduced 2nd Degree Relationships.

You can click View List to return to the Results page.


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Creating a Saved Search  

You can save your prospecting list by clicking the drop-down list next to Save this Search and then clicking +Save as new Search. You will be taken to the Saved Searches tab where you can set up your saved search filters. For more information, see Saved Searches Tab on Nexis Wealth Navigator Powered by Aidentified. 
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Definitions of Your Network 1st and Get Introduced 2nd Degree Relationships  

The table below shows the definitions for Your Network 1st and Get Introduced 2nd Degree Relationships.
 

Your Network 1st Degree	Your Network 1st degree connections are people you know. These are mapped using our technology looking at career overlaps, household members, and neighbors. Imported contacts from LinkedIn, Phone and CSV files (when option is selected) are also mapped as Your Network 1st degree.
Get Introduced 2nd Degree	Get Introduced 2nd degree connections are the mapped connections of Your Network 1st degree connections.

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