1. Progress and Status
1.1. Prospect Activity
1.1.1. Journey progression
1.2. Advisor Activity
1.3. Nudges
2. Marketing Partner
2.1. Prospect Data Out for Campaigns
2.2. Marketing Consulting
2.3. Providers
2.3.1. Snappy Kracken
2.3.2. SundaySky
3. Referrals
3.1. Creation
3.1.1. Existing Client CX
3.2. Monitoring
4. Nudges
4.1. Tasks
4.1.1. Creator
4.1.2. Content
4.1.2.1. Attachment
4.1.2.2. Message
4.1.3. Assigned To
4.1.4. Status
4.1.4.1. Not Started
4.1.4.2. Started
4.1.4.3. Done
4.1.5. Due Date
4.1.6. Task Chain
4.1.6.1. Next owner/step in task
4.2. Reminders
4.2.1. Trigger Date
4.2.2. Notification Preference
4.2.2.1. Email
4.2.2.2. Text
4.2.2.3. Inapp
4.2.3. Reference
5. Communication Options
5.1. Notifications
5.2. Chat Thread
5.3. Contact Advisor
5.4. Timeline
5.5. Vault
5.6. screenshare launcher
5.6.1. Skype
5.6.2. Providers
5.6.3. Zoom
6. User Creation
6.1. Advisor Created
6.2. Prospect Self Create
6.2.1. Assign
6.2.1.1. Profile
6.2.1.2. Relationship
6.2.1.2.1. Advisor Team
6.2.1.3. Team
6.3. Expiration
6.3.1. Archival
6.3.2. Re-establish
6.4. Data Mobility
6.4.1. Create In other systems
6.4.1.1. CRM
6.4.1.2. Partner
6.4.1.2.1. Planning
6.4.1.2.2. Risk
6.4.2. Create by other systems
7. Setup
7.1. Demo Data Configuration
7.1.1. Advisor Customized
7.1.1.1. Accounts
7.1.1.1.1. Statement Based
7.1.1.1.2. security autopricing
7.1.1.1.3. Used for Sales too!
7.1.1.1.4. target
7.1.1.1.5. Existing Account
7.1.1.1.6. Manual Upload
7.1.1.1.7. Strategy
7.1.1.2. Documents
7.2. Journey Path, Milestone, Module configuration
7.2.1. Module Interaction
7.2.2. Progression
7.2.2.1. rules to navigate checklist items
7.2.3. Sequence
7.2.3.1. activity checklist
7.2.4. Module Marketplace
7.3. Value Prop Configuration
7.4. Permissions
7.5. Data Mobility Configuration (automation)
7.5.1. CRM
7.5.2. Partners
7.5.3. Connectors
7.5.3.1. Zapier
7.5.3.2. Flow
7.5.3.3. Data broker
7.6. Preferences
7.6.1. Notifications
7.6.2. Communication Options
7.7. Compliance
7.7.1. Retention
7.7.2. Mobility
7.7.3. Auditing
7.8. User Management
8. Journey Entrance
8.1. Journey Specific URL
8.1.1. Referral
8.1.2. Business Card
8.1.3. Get Started Widget
8.1.4. Marketing Email
8.1.4.1. Snappy kracken
8.2. Advisor Invite
9. Proposal
9.1. Build
9.1.1. Allocation
9.1.2. Planning
9.1.3. Other Services
9.1.4. data ingestion
9.2. Upload
9.2.1. PDF
9.2.2. Excel
9.2.3. PowerPoint
9.2.4. Word
9.3. Integrate
9.3.1. AdvisoryWorld
9.3.2. Qwilr
9.3.3. Lifeyield
9.3.4. Riskalyze
9.3.5. Morningstar
9.4. Deliver
9.4.1. Sign
9.4.2. archive
9.4.2.1. Timeline
9.4.2.2. Vault
9.5. Analyze
9.5.1. back test
9.5.2. growth of a dollar
9.5.3. risk metrics
10. App Demo
10.1. Home Page
10.2. Balance Sheet
10.3. Performance Reporting
10.4. Timeline
10.5. Vault
10.6. Planning
10.7. Integrations
10.7.1. Planning
10.7.2. Risk
10.8. Demo Data & Mode
10.8.1. Advisor Customized
10.8.1.1. Account Data
10.8.1.1.1. Cost Basis
10.8.1.1.2. Holdings
10.8.1.2. Documents
10.8.1.2.1. Vault
10.8.1.2.2. Reports
10.8.1.2.3. Statements
10.8.2. Client Added
10.8.3. Reset Data
10.9. Tutorials
11. Information Gathering
11.1. Account Aggregation
11.1.1. Statement Aggregation
11.1.1.1. Ingestion Technology
11.1.1.1.1. OCR?
11.1.1.1.2. Singularity?
11.1.2. Manual
11.1.3. Digital
11.2. Document Aggregation
11.3. Questionarre
11.3.1. Default
11.3.2. Advisor Customized
11.4. Path
11.4.1. Services
11.4.2. Offering
11.4.3. Specialization
11.5. Partner
11.5.1. Asset Map
11.5.2. Riskalyze
11.5.3. Emoney
12. Prospect Experience Delights
12.1. First Time Experience
12.1.1. Tutorials
12.1.2. Education
12.1.3. Welcome videos
12.2. Commitment Postcard
12.3. Hooks
12.3.1. Planning Simulators
12.3.2. Calculators
12.3.3. Education
12.3.3.1. DST Learning Thing from Deliver
12.3.4. PFM
12.3.5. Providers
12.3.5.1. LifeYield
12.3.5.2. Mint
12.3.5.3. Riskalyze
12.3.5.4. Morningstar
12.4. Self Guided
12.5. Assisted
13. Advisor Value Proposition
13.1. Landing Page v1
13.1.1. Investment Philosophy
13.1.2. Collateral
13.1.2.1. Whitepapers
13.1.2.2. Composites
13.1.2.3. Testimonials
13.1.2.4. Market Updates
13.1.2.5. Blogs
13.1.3. Bio
13.1.4. Logo
13.2. Journey Landing Page
13.2.1. Offering, services, products, specialization, minimums
14. Onboard
14.1. Open Accounts
14.1.1. E-sign
14.2. Automation
14.2.1. Householding
14.2.1.1. Black Diamond
14.2.1.1.1. Relationship
14.2.1.1.2. Portfolio
14.2.1.2. Partner
14.3. Custom Process
14.3.1. firm document sign
15. Advisor Experience Delights
15.1. Operational Dashboards
15.1.1. Advisor Oversight
15.1.2. compliance oversight
15.1.3. Executive oversight
15.2. Key Metrics
15.2.1. Lifetime value of client
15.2.2. client cost