Wealth Recon

Three steps. Fifteen minutes.

Wealth Recon dossiers run on a fixed pattern. The first time through, the steps below take longer than necessary while you read the forms; after the first run, the workflow is roughly four minutes of input followed by fifteen minutes of waiting.

Step 1: Open the New Dossier form

Inside the gated app, the top navigation has two workspaces: Discover and Research. Click Research. Inside Research, click New Dossier.

The form has two sections: mandatory fields at the top, optional fields below.

Step 2: Fill the mandatory fields

Four fields are required:

First name. One word, two characters minimum.
Last name. One word, two characters minimum.
State of residence. Select from the United States state list.
Current place of work OR previous place of work. Free text. At least one must be filled; both is fine.

The submit button stays disabled until these four pass validation.

Step 3: Fill any optional fields you have

The framing block above the optional-fields section reads: "The more you tell us, the better we can find the right person. Optional fields help us filter out the noise of other candidates with similar names. Without your help narrowing down, the system may return a dossier with incomplete information, or worse, on the wrong person. If you are unsure about a field, leave it blank rather than guess."

The most useful optional fields, in order of how much they tighten disambiguation:

LinkedIn Uniform Resource Locator. Single highest-leverage input. A LinkedIn link plus the four mandatory fields nearly always produces a single high-confidence match.
Current employer plus title. When LinkedIn is not available, the employer-plus-title combination is the second strongest disambiguation signal.
Likely nicknames. Comma-separated. Particularly useful for subjects whose legal name and the name they go by professionally are different (Jonathan / Jack, William / Bill, Margaret / Maggie).
Alma mater plus graduation year. Two strong filters that work together to eliminate look-alikes.
City of residence. Useful when state alone is too broad (Illinois has more than one Lincoln Park).

The other optional fields (additional previous employers, social media handles, personal phone, work phone) help on edge cases but rarely move the needle on a typical disambiguation.

Step 4: Submit

The disambiguation pre-pass runs before any credit consumes. One of four outcomes:

Single high-confidence match. Your dossier enters the queue. One credit consumes. The form replaces with a confirmation card; the dossier-ready email arrives in fifteen minutes.
Single match, dossier already in your firm under twenty-four hours old. The existing dossier opens; no credit consumes. You can request a fresh rebuild for one credit if the existing dossier needs an update.
Multiple plausible matches. Up to six candidate cards render. Pick the right candidate; one credit consumes. Or return to the form and add the optional fields that would narrow this down. No credit consumes until you select.
Zero plausible matches. No credit consumes. The form returns with a candor note explaining what we could not determine and which optional fields would most likely resolve the gap.

What to do while you wait

The dossier ships in fifteen minutes. While you wait, you can run another dossier on a different prospect, review previously-shipped dossiers in your firm-tenant, or close the tab and open the dossier-ready email when it arrives.

The in-app reader will be ready as soon as the email arrives. Section 3 of the methodology page explains what to look at first.

[CTA: Open the gated app]