カテゴリー 全て - planning - automation - investment - finance

によって Mitchell Mitchell 5年前.

193

Product MindMap Brainstorm 100319

A comprehensive suite of financial services and tools is presented, offering a range of solutions for both individuals and institutions. The offerings include advanced budgeting applications, financial planning tools, and investment management platforms.

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