Viewing a Profile on Nexis Wealth Navigator Powered by Aidentified

When you click on a person's name or a company name in Nexis® Wealth Navigator Powered by Aidentified, you are taken to that profile.

Person Profile
Company Profile

 

Person Profile

When you click on a person's name, you are taken to their profile where you can view the following:
Note: Click the X in the blue profile header to close it.

 

+Add to My Network	You can click this button to add the profile as a 1st degree connection. Once you add a profile the button changes to -Remove from my network, click this to remove the 1st degree connection.
Connectivity level	Connectivity is determined based on number of mapped relationships, career overlaps, common interests, universities and more.
G Profile Search	Click this to run a Google search with the profile's name and company name.
+ Integrate CRM	Click to add this profile to your CRM.
PDF	Click to download the entire profile into PDF format.
Add Tags	Tags can be utilized for segmentation purposes, allowing for effective organization and management of prospects. You can click Add Tags to add a tag to the profile. You can add a person to your favorites by selecting the Favorites tag. You can exclude the profile from search results, Saved Searches, daily email alerts, and exports by selecting the Suppress tag. You can also create a new tag to assign. Tags are only visible to you. If a tag has been added to the profile, it will display.
Talking Points	Provides talking points such as the weather where the customer is located, you both live in a specific state, or whom you both know.
View Potential Path	Expand this to view the paths that connect you to this person's profile. The color of the line between the connections indicate the relationship probability.
Household	Provides name, age, sex, Inferred Interests, and locations. If a Facebook or Twitter icon displays, you can click on them to be directed to the specific page. Inferred Interests - Interest data is aggregated from providers who collect information from magazine subscriptions, surveys, contests, online submission, etc. This information is collected at a household level. Interest data is provided as a guide and may not be 100% accurate based on variety of sources. Locations - provides home owner status (i.e., Home Owner, Renter), home value, property address, and map.
Professional Info	Provides current professional data as well as Inferred Income and Wealth Segment data. If a LinkedIn profile displays, you can click on it to be directed to their LinkedIn page. Inferred Income - proprietary model that considers years in a career, age, industry, title and company. We do not have access to specific company salary information and based on the number of profile calculations (100 million+), there is the possibility of an incorrect income. Wealth Segment - proprietary model that considers income, years in a career, age, home value, and inside stock transactions to calculate Wealth Segment bands. Wealth Segment is directional meaning that we do not have information about a person's inheritance, investments, and other assets that are not in the public domain. In these cases, the Wealth Segment may be calculated less than the actual value. Wealth Segment Components - The Wealth Segment consists of eight components: Age, Property Ownership, Property Value, Inferred Income, Zip+4 Tax Investible Assets, Career Information, Remaining Company Shares (Form 4), and Triggers. The presence or absence of any of these components can have an impact on the attributed Wealth Segment. The Wealth Segment Model is negatively influenced by two factors: Unavailability of Private Assets: This includes personal stock transactions, inheritance, properties held under companies, retirement savings, and similar assets that are not accessible. Lack of Public Data: This refers to public data that is not associated with an individual's profile. It could be due to the inability to establish a linkage to the professional profile, or the data provider did not have the attributes. Company Viability - based on a six month evaluation of the employer's stock price. This is updated daily.
Contact Info	Provides emails and phone numbers. (mobile and other) Emails: If the emails have been verified, Email(s) verified displays. If the emails have not been verified and the Verify Emails button displays, you have the option to click to verify them. Phone Numbers: If the phone numbers have been verified, Phone(s) verified displays. If the phone number have not been verified and the Verify Phones button display, you have the option to click to verify them.
Education	Provides education information.
Career History	Provide past professional data. If a LinkedIn profile displays, you can click on it to be directed to their LinkedIn page.
Tax Profile	This section 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.
AI Mapped Connections	You can click Review Results in People View. This action displays the AI Mapped Connections in the Prospect Finder tab. To return to the original profile, you can click Go back to Profile at the top of the Results list. You can view the following information for each mapped connection: Name - You can sort the list in ascending or descending order by clicking on the up or down arrows. Title - You can search within this column by clicking on the magnifying glass or sort the list in ascending or descending order by clicking on the up or down arrows. Company - You can search within this column by clicking on the magnifying glass or sort the list in ascending or descending order by clicking on the up or down arrows. Relationship Path - You can sort the list in ascending or descending order by clicking on the up or down arrows. City - You can search within this column by clicking on the magnifying glass or sort the list in ascending or descending order by clicking on the up or down arrows. State - You can search within this column by clicking on the magnifying glass or sort the list in ascending or descending order by clicking on the up or down arrows. You can click on any name to view their profile. You can add all or individual mapped connections to your favorites. You can integrate CRM for all or individual mapped connections. You can export all or individual mapped connections in XLSX format. For more information, see Export All.
Household Members	Provides people in the same household.
Triggers	Provides all triggers generated for that person Sort by: Trigger - You can select multiple triggers by clicking on the filter icon or sort the list in ascending or descending order by clicking on the up or down arrows. Value - You can sort the list in ascending or descending order by clicking on the up or down arrows. Date - You can sort the list in ascending or descending order by clicking on the up or down arrows. Trigger State - You can select states by clicking on the filter icon or sort the list in ascending or descending order by clicking on the up or down arrows.
Notes	You can add notes to a profile. Notes are only visible to you.
Share Feedback	You can provide feedback regarding something that is incorrect in the profile or general suggestions and click Send to submit.
Profile History	If you have previously viewed the profile, this section displays. It provides the date of the last time you viewed this profile.

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Company Profile

When you click on a company name, you are taken to that profile and view the following:
Note: Click the X in the blue profile header to close it.

 

PDF	Click to download the entire profile into PDF format.
Company Info	Provides company profile information such as Industry, Company Type, Stock Ticker, Website, Phone Number, Company Viability, HQ Address, etc.  Provides 5 tiles with pertinent information for the company such: x employees live in (city) x employees studied at (university name) x employees hired from (company name) x employees left and joined (company name) x employees have title (position title).
1st & 2nd Degree Relationships	Provides your 1st and 2nd degree connections at the company.  You can export all or individual mapped connections in XLSX format. For more information, see Export All.
LOCATION	Provides charts for the following 3 items for their employees: Home Cities, Home States, Zip.   You can click on any of the items to view the employees in this grouping under the People tab.
POSITIONS	Provides charts for the following 5 items: New Hires From These Companies, Where Employees Go, Positions Filled During Past Year, Title Group Concentration, and Title Concentration. You can click on any of the items to view the employees in this grouping under the People tab.
EDUCATION AND INTERESTS	Provides charts for the following 2 items: Where Employees Studied and Interests. You can click on any of the items to view the employees in this grouping under the People tab.
WEALTH	Provides charts for the following 2 items: Inferred Salary Ranges and Wealth Segment. You can click on any of the items to view the employees in this grouping under the People tab.
Company Triggers	You can hover over the trigger to run a Google search. Sort by: Trigger - You can select multiple triggers by clicking on the filter icon or sort the list in ascending or descending order by clicking on the up or down arrows. Value - You can sort the list in ascending or descending order by clicking on the up or down arrows. Date - You can sort the list in ascending or descending order by clicking on the up or down arrows.
Employee Stock Transactions	Provides all triggers generated for that company.  Note: Each trigger listed is for a specific person at that company. Clicking on a trigger will take you to that person's profile. From the person's profile, you can scroll down to the Triggers section to view all triggers for that person and click the View entire article to view the full text of that article.  Sort by: Trigger - You can select multiple triggers by clicking on the filter icon or sort the list in ascending or descending order by clicking on the up or down arrows. Value - You can sort the list in ascending or descending order by clicking on the up or down arrows. Date - You can sort the list in ascending or descending order by clicking on the up or down arrows. Name  - You can sort the list in ascending or descending order by clicking on the up or down arrows. Title - You can sort the list in ascending or descending order by clicking on the up or down arrows.

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Export All

Take the following steps to Export your list:

1. Select the names that you want to export.
2. Click Export All.
3. You must enter a name in the Name your export field.
4. Click Ok.
5. Select the fields you want to include in the export from the Export All page. 

   Section	Options
   Select Your Export Option:	Include All Attributes in Export File Save Selection for Next Use Include Household Member
   Household:	Address Line Home City Home State Zip Code County Home Owner Status Home Value Age Sex Modeled Marital Status Modeled Presence of Children Modeled Interest
   Professional:	Current Company(s) Current Position(s) Current Position(s) Dates Previous Company(s) Previous Position(s) Previous Position(s) Dates Years of Experience in Current Position Total Years of Experience Title Group Inferred Income Wealth Segment Remaining Share Balance Education Function
   Triggers:	Trigger Type Triggers Description Timeframe Value Individual/Corporate Trigger URL
   Company:	Current Headquarter Address Line City State  Zip Code Industry Company Viability Company Headcount Company Type Company Website Company Stock Ticker
   US Income Tax Insights:	Wage Household Income Wealth Income Retirement Income Business Income Schedule E Income Non Wage Income Disposable Income Total Investable Assets Capital Gains IRA Deduction Total Gifts to Charity Real Estate Taxes Home Mortgage Interest and Points Reported
   Attributes:	Email (personal) Email (work) Phone (mobile) Phone (Other) Twitter Facebook LinkedIn Notes Tags Profile ID Introducer Introducer Import Source Relationship Path Relationship Detail Relationship Probability

6. Click Ok.
7. Click Yes from the Confirm Export pop-up window. You will receive a pop-up banner that states the following: Thank you - Your request is being processed. You will receive an email with instructions to download when the file is ready.
   • If you receive the following message, you need to rename the export and walk back through the steps: File with given name already exists.
8. Check your email for an email from Aidentified <exports@aidentified.com>. The email contains the XLSX file, you must click on the Download File link to open it.

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