Process Composer

Plus de détails

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par Jana Hall

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Process Composer

Client

Other Service

Client Death

Greeting Card

Meeting Need/Request

Report Request

Planning: Other

Allocation Change

Estate Review

Insurance Review

Edu Planning

Retirement Projection

Planning: Tax

RMD Processing

Tax Prep

YE Tax Planning

Charitable Contribution

Roth Conversion

Cash Management

Journal

Trading Contribution

Check Received

ACH Recurring

ACH/Wire Out

ACH/Wire IN

TDAI Account Admin

Beneficiary Chagne

LOI

Retitling/Repapering

Move Money Form

New Account

Account Transfer

Other

529

Model Change (client)

Model Change

Distrobution

Contribution

Account Opening

401(k)

Annual Sequence

Quarterly Reports/Billing

Firm

Compliance

New Process

Investment Due-Diligence

Vendor Due-Diligence

Annual Sequence?

Marketing

Mass Email

Deliverable Review

Web update

Employee

Quarterly Review

PTO Request

Events

CAB Event

Client Event

Sponsorship of Event

Prospect (Transition)

Onboarding

Termination

Entire Process (Discovery)