Graham Process MappingThe Ben Graham Corporation
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationThe Ben Graham Corporation
Founded: 1953
United States
www.processchart.com
|
Company InformationWealth.com
Founded: 2021
United States
www.wealth.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
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
|
|||||
|
|
|