Wealth management
Length: 90 - 150 mn
85 questions
Wealth Management agency best practices

Do you have a world class Wealth management agency?

Discover comprehensive best practices on Personal Wealth Management agency on 5 key areas:

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

Do a detailed assessment of your agency

Your practices can be evaluated against our benchmark thanks to their structured questionnaire format enabling on line evaluation.

The best practices are applicable to

  • Functional scope : wealth management practices of an agency
  • Company type : any company with one or more wealth management agencies, not integrated with a Bank
  • Industry type: individual wealth management and tax optimisation

Who is this for

  • Any Wealth management partner, senior manager, manager,  who wishes to understand best practices or evaluate processes and performance management within their organisation
  • Internal or external consultants
Get a detailed knowledge of Wealth management Agency best practices
Get a detailed quantitative and qualitative assessment of your Agency compated to world Best Practices
Compare your results with best practices
Do yourself the evaluation and / or invite participants to do it
Perform the assessment in 90 to 150 minutes through 85 specific questions
Get an overview and a detailed analysis with a pyramid consolidation (question, subcategory, category, total)
Compare the results of each participant
Compare the performance by zone or level of your organization (country, site, function, hierarchical level)
Choose if participants are anonymous
Choose and validate the evaluation options

Unit price (excl. VAT):

What exactly are you buying?
Detailed description
How to use


85 best practices to evaluate on agency Wealth management organised in 5 categories and 22 areas to provide both a detailed diagnostic and an overall picture.

Two uses are possible:

  • learn Wealth management best practices
  • assess Wealth management agency practices against world performers thanks to the online questionnaire functionality

Wevalgo Wealth Management best practices framework

Wealth Management Comprehensive Dive Model

Example of usage for evaluation

Get a Comprehensive assessment of your Personal Wealth Management agency to enable you and your team to:

  • identify the key improvement drivers to develop more profitable business of your agency(ies)
  • compare your practices with world Wealth management best practices
  • develop improvement action plan based on actionable drivers thanks to our specific Wevalgo organisational model



Specific analyses when used for evaluation

An assessment against best practices

  • Each question is an assessment of a practice against the best practice identified by our experts
  • The result allows immediate visualization with a score from 0 to 100, 100 being the best practice score; this regardless of the question format

    • A normative evaluation

      For each best practice, the question is very precise and the choices of answers are almost systematically standardized to facilitate evaluation and especially to avoid subjectivity

      Some evaluations use a standard derived from the CMMI, others use a specific Wevalgo standard. Depending on practice, the evaluation criteria used are, for example:

      • quality and completeness of application
      • clarity of roles and responsibilities
      • ownership by people and effective level of use
      • formalisation and level of detail

        • A synthetic and detailed structured evaluation

          • The evaluation model is structured in a 'Pyramidal' way to provide both a synthetic and detailed analysis
          • There are four levels of consolidation; individual practice (question), sub-category, category, general total

            • Wevalgo organisation model

              Wevalgo organisational modelThe evaluation defines the actionable drivers for the identified improvements enabling concret action plan definition:

              • Leadership & People: leadership capabilities, competences, social climate and values
              • Strategy & assets: organisation strategy, technology, tangible and intangible assets
              • Organisation: organisational structure, roles and responsibilities
              • Steering: decision making, actions and performance indicators management
              • Process: process, operating procedures and rules definition
              • Tools: decision making tools, process support tools, software applications
              • Implementation: effective implementation of strategy, organisation, steering, processes and tools

Key steps

The best practices are accessible directly after purchase. In case of usage to evaluate the practices the following steps apply

  1. The service manager* can directly carry out an evaluation by answering the questionnaire (optional); steps 2 to 4 are optional depending on whether he/she wishes to invite other participants to carry out the evaluation
    • If he/she wishes to invite other participants to conduct the evaluation, he/she proceeds to steps 2 to 5
    • Otherwise he/she goes directly to step 5 of viewing the results
    • He/she can still do his evaluation after the participants if he did not do it at the beginning
  2. Customisation of the service to the organisation by the service manager*
    • Service name, title and introduction for the participants invited
    • Selection of participants to the service
    • Definition of dimension to enable analysis by organisation dimension (optional)
    • Selection of anonymity option
  3. Sending of an invitation link to the selected participants
  4. Evaluations performed by selected participants, on the Wevalgo web platform
    • Participants connect to Wevalgo web site thanks to the link sent by the service manager
    • Participants answer on-line
    • The service manager can follow up the answers progress status
  5. Results available at the end of evaluations on the Wevalgo website

* The service manager is the person who purchased the service. 

Recommended participants for an evaluation

For the evaluation we recommend the following participants: 

  • Agency Top management team
  • A selection of sales managers
  • A selection of wealth managers
  • A selection of a few people outside the agency : regional director, product manager...

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
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
Results by evaluator and category
You can see detailed results to better understand the causes of your organisation performance
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)

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.