Product MindMap Brainstorm 100319

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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