Process Composer
Prospect (Transition)
Onboarding
Entire Process (Discovery)
Onboarding
Termination
Firm
Events
Sponsorship of Event
Client Event
CAB Event
Employee
Onboarding
Termination
PTO Request
Quarterly Review
Marketing
Web update
Deliverable Review
Mass Email
Compliance
Annual Sequence?
Vendor Due-Diligence
Investment Due-Diligence
New Process
Other
401(k)
Onboarding
Quarterly Reports/Billing
Annual Sequence
529
Account Opening
Contribution
Distrobution
Model Change
Model Change (client)
Client
TDAI Account Admin
Account Transfer
New Account
Move Money Form
Retitling/Repapering
LOI
Beneficiary Chagne
Cash Management
ACH/Wire IN
ACH/Wire Out
ACH Recurring
Check Received
Trading Contribution
Journal
Planning: Tax
Roth Conversion
Charitable Contribution
YE Tax Planning
Tax Prep
RMD Processing
Planning: Other
Retirement Projection
Edu Planning
Insurance Review
Estate Review
Allocation Change
Other Service
Report Request
Meeting Need/Request
Greeting Card
Client Death