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Outside Account Asset Allocation Advice (Discovery (Confirm Input, Client…
Outside Account Asset Allocation Advice
Request Guidance
WFE Mapping - Input
WFE Mapping - Read Output
Update/Input Outside Accts
Record Keeper Entered
User Entered
Exclude Acct from Guidance
Display Outside Accts to Use
Discovery
Confirm Input
Client Level / Plan Level Config
User Understanding
Competitive Analysis
Define MVP
Integrated Scenarios
Project Planning
Communicate Guidance
Store Guidance Data
Reports
Session Summary
Progress Report
Present on UI
Confirm Guidance
User confirms (all or none?)
Update Outside Accounts
Implement Tx