Standard architecture: Portfolio Management and Investment Advice
Workflows that drive an outcome from step to step. Mostly process steps.
Standard architectureThe parts at least half of the organizations in Portfolio Management and Investment Advice have, as many as 8 of them run all together. Counted from public, sourced parts only; each organization below links to the parts it was counted on.
- Organizations running it
- 8
- Of their industry
- 89%
The pattern
What every instance has, in order
- ProcessMoney: getting paid and payingin 100% of instancesthen
- DecisionsStrategy and goalsin 100% of instances
Coloured arrows: a flow of that type seen between the two at instance organizations. Grey arrows: order only.
Structure
Variant · where they differ
Member
Variants, couplings and instances
Every level, number, source and dimension: Member, $97 a year.
Couplings · what comes together
Member
Variants, couplings and instances
Every level, number, source and dimension: Member, $97 a year.
Entropy
Where it runs rough
Operating-reality findings at instance companies: workarounds, manual hand-offs, bottlenecks.
No findings recorded yet.
Seen across
Where it holds
Industries
Size
- 1000+ people13%
Region
- United States88%
- United Kingdom13%
Instances
The 8 companies it was seen at
Member
Variants, couplings and instances
Every level, number, source and dimension: Member, $97 a year.