Wealth Management agency assessment

Do you have a world class Wealth management agency?



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Perform a Comprehensive assessment of your Personal Wealth Management agency practices on 5 key areas:

  • Agency management
  • Advisors performance
  • Organisation and Competencies
  • Commercial
  • Marketing and products

Choose your options for conducting evaluations

Options selection

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Service price

Price: Free

The purchase gives you the right to use the questionnaire to carry out an evaluation by yourself or the people you invite (depending on the quantity chosen here), taking advantage of our optimized web interface



Dervice detailed descriptions

Highlights

85 questions to evaluate your agency Wealth management practices.
Questions are organised in 5 categories and 22 areas to provide both a detailed diagnostic and an overall picture.
Each question is very precise and the possible choices are almost always normalised to avoid subjective opinions


Wevalgo Wealth Management evaluation framework

 
Wealth Management Comprehensive Dive Model

 

Get instant and full access to reports as soon as evaluations are completed.

Gain multi-level analysis on several axis that can be explored in varied depths and dimensions through a user friendly results menu. A few samples of the results report are shown below

Heat map
Visualise the performance and their drivers at a glance across all categories and sub-categories
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Results by organisational dimension
Compare performance across your own, relevant and entirely customisable organisational dimensions. For example by geographical locations, departments, hierarchical levels or any other you see fit. Zoom in to breakdowns by category, subcategory and/or question
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Results by evaluator and category
You can see detailed results to better understand the causes of your organisation performance
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Wevalgo excellence model Results
Get valuable insight into areas and axes of progress thanks to our embedded Wevalgo model. Other analytical models may be incorporated, see key concepts for more information)
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To see a full example of report result,


We have expert consultants on hand to build their own evaluations, assist you and interpret your results. Select the Expert Review option on the purchase menu.

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In order to use the services, the technical environment must comply with the requirements below. 

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If you choose to use other browsers or settings other than the ones listed here, the site's pages may not display properly, and you may encounter problems that Customer Service may not be able to resolve.

These technical requirements apply to all the participants of the service.