Kategorie: Wszystkie - planning - automation - investment - finance

przez Mitchell Mitchell 5 lat temu

300

Product MindMap Brainstorm 100319

Product MindMap Brainstorm 100319

ASC

B2E

Benifit Providers
FinWell
Partners
Unique Asset Exchange / Engine
Financial Planning Calculation Engine
Asset - Based Lending Program (Broadridge)
Trust Calculation Engine
Institutions
IRA
Family Office
RIA
Non - Profit
SDIRA

SDIRA Engine

Domintate Trust

Pricing Service

ADEX View

ADEX Pricing

Integrations

Services

Rocket IRA

Trust Powers

Bill Pay

Tax Provider

BPO

Insights

CRM

Tasks / Activities

Proposal Generator

Sales / Lead Generation

Accunet

Moble App

Two - Way Communication

Account Opening

Acct / Custodial Aggregation

Admin App

Crypto Currency

Multi-Currency

Trust Engine

Calulation Engine

Administration

Admin Automation

Operations

Ops Automation

Micro Services

MERIT

Budet App

TradeX

Financial Planning

Permormance Measurement

Statement Generation

Tax

Investment Management

B2C

Consumers
Total - Lifecycle Wealth Management

Document Storage

Portalize

Estate Planer / Transfer

Burn Down

Cash Flow

Goal Based

Budgeting App
Robo Advising
Advisors
Total

Acct Aggregation