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.

Choose options to access to best practices or perform evaluations

Options selection

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Service price

Price: Free

The purchase gives you access to the best practices of this area. You can upgrade the service to perform evaluations with them later. The purchase gives you the right to access to the best practices and to use the questionnaire to carry out an evaluation by yourself or the people you invite, taking advantage of our optimised web interface

Service detailed description


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



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)

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.