Wealth Management

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• Wealth Management Business Architecture Toolkit

  Business Architecture Packages,Wealth Management U.S. $1,499 – U.S. $4,999
  The Wealth Management Business Architecture Toolkit is a ready-made, customizable set of deliverables that provides comprehensive guidance on the stru...
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• Wealth Management Business Capabilities Model

  Capability Models,Wealth Management U.S. $999 – U.S. $2,999
  Finantrix Wealth Management Business Capabilities Map decomposes the wealth advisory business into multilevel and granular business capabilities. The ...
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• Wealth Management Business Information Model

  Business Information Model,Wealth Management U.S. $199 – U.S. $599
  The Wealth Management business information model is a comprehensive business data listing of a typical wealth manager. The Wealth Management Business ...
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• Wealth Management Value Streams

  Value Streams,Wealth Management U.S. $299 – U.S. $899
  The Wealth Management Value Streams comprise all the major value streams typical in a Wealth Management firm. The Wealth Management Value Streams are ...
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