Please enable JavaScript.
Coggle requires JavaScript to display documents.
PLEASE EDIT ABOVE AS YOU HAVE THOUGHTS, Integrated Wealth Platform - BASIC…
PLEASE EDIT ABOVE AS YOU HAVE THOUGHTS
Integrated Wealth Platform - BASIC LAYOUT
NET WORTH
Assets
Liquid
Illiquid
Use
Liabilities
Short Term
Long Term
ESTATE PLAN
Value
Structure/Flow
Top down
Bottom up
RISK MANAGEMENT
Property & Casualty
Life
Health & Disability
TAX PLAN
Taxes paid
Carry forwards
Income & Tax Rates
YTD tax activity
CLIENT VISION
Client Values
Client History
Client Goals
Progress to Plan
Learning
Governance
INTERFACE
External Systems
News
Valuation sites
OCR
Internal Systems
Salesforce
Addepar
Quickbooks
Qualtrics
ADVISORS
Atty
CPA
Ins. broker/consultant
Other (RE, Dr, Property Mngr...)
Wealth Advisor
TASKS
Insight
Set-Up/Update
Responsible Advisor
External
Internal
ADVISOR PERSPECTIVE
Opportunities
Observations
Philanthopy
5% gifts completed or not
Areas of focus vs. giving organized by giving
Cumulative Charitable gifts