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JP Morgan WMS - Coggle Diagram
JP Morgan WMS
Primary Transactions
Trading
Trades and volumes
Market cap for all markets
Direct investments on all markets
Corpus fund
Mutual Funds and Bonds
Commodities
Risk Management & Reporting
TBD
Integrations
Banks
ERPs
Financial Systems
Credit Systems
Debit Systems
Investment systems
Trading Systems
Brokers & Bankers
TBD
Portfolio Insights
Transaction Level Insights
AUMs
Cross border transactions
Tax bills and transfer deeds
Investment audits
Wealth Preservation
Bank Lockers
Low Risk Investments
Dashboard
Portfolio
Trading
Crypto Investments (HR)
Portfolio Management
Portfolio Analysis
Portfolio Management
Portfolio Planning
Leverage and Futures
Blockchain technology
Introduce?
Do we work on BC model?
Fund Growth
VC Fund Plan
Fund Distribution
VC tie ups
JP consulting
JP Services and Ecosystem
Full Content
Ecosystem connect
Dashboards
Wealth Transfer
Transfers
Bankers & Brokers
Deeds and Legal
Documents
JP Legal Support
Deal Value & Transfer Value
Dashboard
Contact Details of Transferee
Contact Details of Purchasee
Treasury Workstations
Bank locker connect
API integrations
WIFI login
Bank Cameras?
ERP tools
SAP
Oracel
AWS
Death Incident
Transfer to family
Death Statements
Credit and Debit Closures
Country to Country Liquid+Asset Transfer
Country Legal
Local country laws
Country wise wealth
Land deeds and affidavits
Nationality
Total portfolio of cross border investments
FDI if any
Wealth/Asset Size
$1 Mil - $40 Mil
$40 Mil - $100 Mil
$100 Mil - $500 Mil
$500 Mil - $10 Bil
$ 10 Bil ++
Client Budget
Phase 1 - $1-1.5 Mil
Phase 2 - $2-3 Mil
Phase 3 - $2-3 Mil
Phase 4 - $5 Mil