Graham Process Mapping

Graham Process Mapping

The Ben Graham Corporation
+
+

Related Products

  • SmartDraw
    559 Ratings
    Visit Website
  • Quickbase
    3,009 Ratings
    Visit Website
  • SafetyCulture
    646 Ratings
    Visit Website
  • Process Street
    1,119 Ratings
    Visit Website
  • MindCloud
    75 Ratings
    Visit Website
  • Highcharts
    123 Ratings
    Visit Website
  • UnForm
    19 Ratings
    Visit Website
  • Interfacing Integrated Management System (IMS)
    66 Ratings
    Visit Website
  • Planfix
    57 Ratings
    Visit Website
  • Pipefy
    592 Ratings
    Visit Website

About

Graham Process Maps break down business process information flows to INDIVIDUAL documents (forms, records, applications, systems, spreadsheets, email...) whatever is used to capture, transmit or store data. Any program (Six Sigma, Lean, TQM, Kaizen, Reengineering...) whose goal is to improve the work you do, will benefit with a solid understanding of the current information work flows: the documents that support the work, the relationship between those documents, who does the work, where the work is done and how long it takes to do the work. Only Graham Process Maps provide this information in a single picture. Call it a process chart, a flowchart or a process map, it doesn't matter. While they each had a different focus at some point, today the terms are used interchangeably. Today, while certain flowchart terms bring to mind specific chart variations (i.e. SIPOC chart and Swimlane diagram), the more generic terms Process Chart, Flowchart, and Process Map are interchangeable.

About

Wealth.com is a modern, advisor-led estate-planning platform designed for clients across the wealth spectrum, offering a full workflow from understanding a client’s estate to optimizing and managing it over time. The platform’s core capabilities include Ester AI, which quickly extracts and visualizes data from complex estate-planning documents, enabling advisors to create clear, client-ready summaries and charts; a Report Builder that delivers visual reports to support planning decisions; a Scenario Builder that lets advisors model, compare and optimize planning strategies such as tax outcomes or generational transfers; and Document Creation tools that generate professional, attorney-grade legal documents and diagrams in minutes. Additional features include dynamic flow-charts, secure file storage, family-tree mapping, action-item tracking, and integrations with 20+ financial and CRM platforms such as Salesforce, eMoney and Orion.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a solution to improve their process mapping operations

Audience

Financial advisors, wealth-management firms and estate-planning professionals seeking a tool to deliver scalable, high-quality estate-planning services and retain clients over generations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$99 one-time payment
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

The Ben Graham Corporation
Founded: 1953
United States
www.processchart.com

Company Information

Wealth.com
Founded: 2021
United States
www.wealth.com

Alternatives

Alternatives

Microsoft Visio

Microsoft Visio

Microsoft
FlowBreeze

FlowBreeze

BreezeTree Software
RFFlow

RFFlow

RFF Electronics

Categories

Categories

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Integrations

Addepar
Black Diamond Wealth Platform
Charles Schwab
Coinbase
Orion
Redtail CRM
Salesforce
Wealthbox
Zillow
eMoney

Integrations

Addepar
Black Diamond Wealth Platform
Charles Schwab
Coinbase
Orion
Redtail CRM
Salesforce
Wealthbox
Zillow
eMoney
Claim Graham Process Mapping and update features and information
Claim Graham Process Mapping and update features and information
Claim Wealth.com and update features and information
Claim Wealth.com and update features and information