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- Wealth Advisory CRM
- Data model and import order
The tables behind Wealth Advisory CRM
Wealth Advisory CRM ships with 11 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 11
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Firm and Household Accounts
Organizations, Accounts, team members, Users and exchange rates provide organization context, household identity, membership and effective rate reference data.
Advisory Pipeline
Opportunities links Organization, Owner and Counterparty to Organizations, team members and Accounts. Expected value USD holds the expected advisory value in USD.
Household Reviews
Household reviews links Parent to Opportunities and Organization to Organizations. Assets under review is an imported USD snapshot; review due and risk profile describe the assessment.
Relationship Activities
Relationship activities belongs to Opportunities through Parent and retains line number, Revision, activity type, due at, completed at and Outcome.
Review Evidence
Record attachments and review decisions each link Parent to Opportunities. Uploaded by and Reviewer refer to team members.
Operation Reconciliation
Operation receipts links Parent to Opportunities and retains operation key, expected revision, result state, external reference and effect references.
Every table, by feature
- Firm and Household Accounts5
- Advisory Pipeline6
- Household Reviews6
- Relationship Activities4
- Review Evidence5
- Operation Reconciliation4
- Organizations
Advisory organizations (firms and entities) that operate a wealth advisory book.
- Accounts
Client households and counterparty accounts served by an organization.
Linked to Organizations - Team members
Advisors and staff holding a platform identity and role inside an organization.
Linked to Organizations, Users - Users
Users
Linked to Users - Exchange rates
Read-only effective exchange rates for this app.
- Opportunities
Advisory opportunities for a counterparty account, with lifecycle, expected value and revision.
Linked to Organizations, Team members, Accounts - Accounts
Client households and counterparty accounts served by an organization.
Linked to Organizations - Team members
Advisors and staff holding a platform identity and role inside an organization.
Linked to Organizations, Users - Relationship activities
Advisor activities logged against an opportunity, including qualification and proposal evidence.
Linked to Opportunities - Record attachments
Uploaded evidence documents attached to an opportunity.
Linked to Opportunities, Team members - Operation receipts
Idempotent receipts recording the result of guarded operations and their effects.
Linked to Opportunities
- Household reviews
Advisor relationship reviews supporting the complete advisor relationship review operation.
Linked to Opportunities, Organizations - Opportunities
Advisory opportunities for a counterparty account, with lifecycle, expected value and revision.
Linked to Organizations, Team members, Accounts - Review decisions
Independent review decisions recorded against a submitted revision.
Linked to Opportunities, Team members - Relationship activities
Advisor activities logged against an opportunity, including qualification and proposal evidence.
Linked to Opportunities - Record attachments
Uploaded evidence documents attached to an opportunity.
Linked to Opportunities, Team members - Operation receipts
Idempotent receipts recording the result of guarded operations and their effects.
Linked to Opportunities
- Relationship activities
Advisor activities logged against an opportunity, including qualification and proposal evidence.
Linked to Opportunities - Opportunities
Advisory opportunities for a counterparty account, with lifecycle, expected value and revision.
Linked to Organizations, Team members, Accounts - Team members
Advisors and staff holding a platform identity and role inside an organization.
Linked to Organizations, Users - Record attachments
Uploaded evidence documents attached to an opportunity.
Linked to Opportunities, Team members
- Record attachments
Uploaded evidence documents attached to an opportunity.
Linked to Opportunities, Team members - Review decisions
Independent review decisions recorded against a submitted revision.
Linked to Opportunities, Team members - Opportunities
Advisory opportunities for a counterparty account, with lifecycle, expected value and revision.
Linked to Organizations, Team members, Accounts - Team members
Advisors and staff holding a platform identity and role inside an organization.
Linked to Organizations, Users - Household reviews
Advisor relationship reviews supporting the complete advisor relationship review operation.
Linked to Opportunities, Organizations
- Operation receipts
Idempotent receipts recording the result of guarded operations and their effects.
Linked to Opportunities - Opportunities
Advisory opportunities for a counterparty account, with lifecycle, expected value and revision.
Linked to Organizations, Team members, Accounts - Review decisions
Independent review decisions recorded against a submitted revision.
Linked to Opportunities, Team members - Relationship activities
Advisor activities logged against an opportunity, including qualification and proposal evidence.
Linked to Opportunities
Keys and references
Keep account Code unique within its Organization and use stable record identities for imports. Opportunity record number supplies a readable business reference. Resolve Owner through team members and its User reference to Users; a typed advisor name is not a user identity. Preserve the platform-managed Users.User reference when importing membership.
Relationship activities.line number is unique within Parent. Operation receipts.operation key is stable across equivalent retries and unique within the organization resolved through its parent opportunity. Review decisions.source revision identifies the revision being decided. The review decision and supporting attachment link to the opportunity; keep their context clear when an opportunity has several household reviews.
Migration order
- Establish Users and Organizations, preserving platform identities and organization codes. Confirm the read-only exchange rates source separately.
- Load Accounts with their Organization references and match team members to Users and Organizations.
- Load Opportunities with Counterparty and Owner resolved, preserving record number and Revision.
- Load household reviews and relationship activities against the correct Parent opportunities, then record attachments with uploaded by.
- Preserve existing review decisions and operation receipts with their original keys, revisions and references. Reconcile the imported evidence before enabling business actions.
Set up Wealth Advisory CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.