Know where AI fits in your business.
Enterprise Business Capabilities Model: AI-Ready Edition
The whole enterprise in 10 L1, 112 L2 and 865 L3 capabilities, with an AI profile and KPIs for every L3 and a browser-based Capability Navigator.
Business Architecture for Banking and Payments: AI Transformation Blueprint
Banking and payments business architecture with 23 value streams, a 111-entity data model, 60 agent specification starters, 91 use cases and 53 controls.
RIA Technology Data: All Categories
All four adviser-level RIA technology workbooks in one 12-month license: archiving, compliance software, portfolio reporting and financial planning, each fact sourced and dated.
Business Architecture for Insurance: AI Transformation Blueprint
Insurance business architecture with 24 value streams, a 112-entity data model, 60 agent specification starters, 91 use cases and 55 controls.
Business Architecture for Investment and Wealth Management: AI Transformation Blueprint
Investment and wealth business architecture with 28 value streams, a 144-entity data model, 65 agent specification starters, 110 use cases and 54 controls.
Business Architecture for AI Management: AI Transformation Blueprint
Business architecture for running AI: 12 value streams, a 116-entity data model, 45 agent specification starters, 72 use cases and 49 controls.
Business Architecture for Cybersecurity: AI Transformation Blueprint
Cybersecurity business architecture with 12 value streams, a 116-entity data model, 44 agent specification starters, 64 use cases and 45 controls.
Business Architecture for Data and Analytics: AI Transformation Blueprint
Data and analytics architecture with 12 value streams, a 115-entity data model, 43 agent specification starters, 64 use cases and 45 controls.
Business Architecture for Finance and Accounting: AI Transformation Blueprint
Finance business architecture with 12 value streams, a 112-entity data model, 41 agent specification starters, 60 use cases and 41 controls.
Business Architecture for Governance, Risk and Compliance: AI Transformation Blueprint
GRC business architecture with 12 value streams, a 115-entity data model, 42 agent specification starters, 66 use cases and 45 controls.
Business Architecture for Sales: AI Transformation Blueprint
Sales business architecture for AI planning: 12 value streams, a 109-entity data model, 43 agent specification starters, 64 use cases and 45 controls.
Business Architecture for Sustainability: AI Transformation Blueprint
Sustainability business architecture with 12 value streams, a 100-entity data model, 34 agent specification starters, 50 use cases and 40 controls.
Business Architecture for Technology: AI Transformation Blueprint
Technology business architecture with 12 value streams, a 125-entity data model, 48 agent specification starters, 87 use cases and 48 controls.
Banking and Payments Capability Model: AI-Ready Edition
Banking and payments capabilities mapped to L3 across three segments, with an AI profile, target AI mode and risk tier for each of the 48 L2 capabilities.
RIA Communications Archiving: Adviser-Level Data
Every SEC-registered adviser, with the communications archiving firm it names on Form ADV, the other firms it names, and its assets today. A 12-month data license, updated monthly.
RIA Compliance Software: Adviser-Level Data
Every SEC-registered adviser, with the compliance software firm it names on Form ADV, who changed in the last year, and its assets today. A 12-month data license, updated monthly.
RIA Portfolio Reporting Systems: Adviser-Level Data
Every SEC-registered wealth manager in scope, with the portfolio reporting system it uses, from its website's client sign-in or its Form ADV filing, sourced and dated. A 12-month data license.
RIA Financial Planning Tools: Adviser-Level Data
Every SEC-registered wealth manager in scope, with the financial planning tool it uses, from its website's client sign-in or its Form ADV filing, sourced and dated. A 12-month data license.
Insurance Capability Model: AI-Ready Edition
Insurance capabilities mapped to L3 across three segments, with an AI profile, target AI mode and risk tier for each of the 49 L2 capabilities.
Investment and Wealth Management Capability Model: AI-Ready Edition
Investment and wealth management capabilities mapped to L3 across four segments, with an AI profile, target AI mode and risk tier for all 60 L2 capabilities.
Core Banking Transformation Toolkit
A bundle of 20+ editable project deliverables for a core banking transformation — strategy, business case, charter, RFP and BRD outlines, vendor profiles, governance, and change management.
Real Estate Business Architecture Toolkit
A complete, editable real estate operating-model baseline — roughly 280 capabilities across three levels, 44 value streams, a business data model, and nine strategy artifacts.
Cybersecurity Capability Model: AI-Ready Edition
Cybersecurity capabilities to L3, identity and access management included, with 161 KPIs and an AI profile for each of 39 L2 capabilities.
Sales Capability Model: AI-Ready Edition
Sales capabilities to L3 with 160 KPIs and an AI profile for each of the 36 L2 capabilities, ranked by a risk-adjusted prioritization score.
Sustainability Capability Model: AI-Ready Edition
Sustainability work in 6 L1, 27 L2 and 106 L3 capabilities, with 110 KPIs and an AI profile for each L2 capability.
AI Management Capability Model: AI-Ready Edition
The work of running AI across an enterprise in 12 L1, 61 L2 and 298 L3 capabilities, with 239 KPIs and an AI profile for every L2.
Data and Analytics Capability Model: AI-Ready Edition
Data and analytics capabilities to L3, business intelligence included, with 193 KPIs and an AI profile for each of 48 L2 capabilities.
Finance and Accounting Capability Model: AI-Ready Edition
Finance and accounting capabilities mapped to L3, with an AI profile, target AI mode and risk tier for each of the 58 L2 capabilities.
Governance, Risk and Compliance Capability Model: AI-Ready Edition
A new GRC capability model of 10 L1, 48 L2 and 227 L3 capabilities, with 197 KPIs and an AI profile for every L2 capability.
Technology Capability Model: AI-Ready Edition
The technology function in 10 L1, 82 L2 and 396 L3 capabilities, with 328 KPIs and an AI profile for every L2 capability.
Business Architecture for Digital Transformation
A complete digital business operating-model baseline — roughly 260 capabilities across four levels, data entities, operating models, business models, roles, definitions, KPIs, and a capability-led transformation planning guide.
Finance Transformation Project Deliverables
23 editable project deliverables for a finance transformation — strategy, business case, charter, RFP, requirements, vendor and feature references, governance, and change management.
Business Architecture Current State Assessment
A scored self-assessment — roughly 90 questions across 16 dimensions — for evaluating a business architecture practice and deciding what to fix first. Editable Word document.
Enterprise Architecture Current State Assessment
A scored self-assessment — roughly 100 questions across 16 dimensions — for evaluating an enterprise architecture function and deciding where it is actually being ignored. Editable Word document.
Asset Management Business Data Model: AI-Ready Edition
The AI-ready asset management data model: 18 subject areas, 110 entities and 709 key attributes, each classified for sensitivity and AI use
Asset Management Value Streams: AI-Ready Edition
18 asset management value streams in 90 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Retail and Business Banking Value Streams: AI-Ready Edition
17 retail and business banking value streams in 85 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Health Insurance Business Data Model: AI-Ready Edition
The AI-ready health insurance data model: 16 subject areas, 94 entities and 682 key attributes, each classified for sensitivity and AI use
Health Insurance Value Streams: AI-Ready Edition
18 health insurance value streams in 90 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Hedge Funds Value Streams: AI-Ready Edition
18 hedge funds value streams in 90 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Corporate and Investment Banking Business Data Model: AI-Ready Edition
The AI-ready corporate and investment banking data model: 16 subject areas, 92 entities and 647 key attributes, each classified for sensitivity and AI use
Corporate and Investment Banking Value Streams: AI-Ready Edition
18 corporate and investment banking value streams in 90 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Life Insurance and Annuities Business Data Model: AI-Ready Edition
The AI-ready life insurance and annuities data model: 16 subject areas, 92 entities and 664 key attributes, each classified for sensitivity and AI use
Life Insurance and Annuities Value Streams: AI-Ready Edition
17 life insurance and annuities value streams in 85 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Payments Business Data Model: AI-Ready Edition
The AI-ready payments data model: 14 subject areas, 82 entities and 577 key attributes, each classified for sensitivity and AI use
Payments Value Streams: AI-Ready Edition
16 payments value streams in 80 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Prime Brokerage Business Data Model: AI-Ready Edition
The AI-ready prime brokerage data model: 15 subject areas, 84 entities and 591 key attributes, each classified for sensitivity and AI use
Prime Brokerage Value Streams: AI-Ready Edition
16 prime brokerage value streams in 80 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Private Equity Business Data Model: AI-Ready Edition
The AI-ready private equity data model: 18 subject areas, 113 entities and 729 key attributes, each classified for sensitivity and AI use
Private Equity Value Streams: AI-Ready Edition
19 private equity value streams in 95 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Property and Casualty Insurance Business Data Model: AI-Ready Edition
The AI-ready property and casualty insurance data model: 16 subject areas, 92 entities and 663 key attributes, each classified for sensitivity and AI use
Property and Casualty Insurance Value Streams: AI-Ready Edition
17 property and casualty insurance value streams in 85 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Retail and Business Banking Business Data Model: AI-Ready Edition
The AI-ready retail and business banking data model: 14 subject areas, 83 entities and 584 key attributes, each classified for sensitivity and AI use
Wealth Management Business Data Model: AI-Ready Edition
The AI-ready wealth management data model: 18 subject areas, 113 entities and 732 key attributes, each classified for sensitivity and AI use
Wealth Management Value Streams: AI-Ready Edition
18 wealth management value streams in 90 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Hedge Funds Business Data Model: AI-Ready Edition
The AI-ready hedge funds data model: 18 subject areas, 111 entities and 715 key attributes, each classified for sensitivity and AI use
AI Management Business Data Model: AI-Ready Edition
The AI-ready AI management data model: 16 subject areas, 116 entities and 830 key attributes, each classified for sensitivity and AI use
AI Management Value Streams: AI-Ready Edition
12 AI management value streams in 60 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Cybersecurity Business Data Model: AI-Ready Edition
The AI-ready cybersecurity data model: 16 subject areas, 116 entities and 871 key attributes, each classified for sensitivity and AI use
Cybersecurity Value Streams: AI-Ready Edition
12 cybersecurity value streams in 60 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Data and Analytics Business Data Model: AI-Ready Edition
The AI-ready data and analytics data model: 16 subject areas, 115 entities and 743 key attributes, each classified for sensitivity and AI use
Data and Analytics Value Streams: AI-Ready Edition
12 data and analytics value streams in 60 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Finance and Accounting Business Data Model: AI-Ready Edition
The AI-ready finance data model: 16 subject areas, 112 entities and 649 key attributes, each classified for sensitivity and AI use
Finance and Accounting Value Streams: AI-Ready Edition
12 finance value streams in 57 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Governance, Risk and Compliance Business Data Model: AI-Ready Edition
The AI-ready governance, risk and compliance data model: 16 subject areas, 115 entities and 838 key attributes, each classified for sensitivity and AI use
Governance, Risk and Compliance Value Streams: AI-Ready Edition
12 governance, risk and compliance value streams in 60 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Sales Business Data Model: AI-Ready Edition
The AI-ready sales data model: 16 subject areas, 109 entities and 877 key attributes, each classified for sensitivity and AI use
Sales Value Streams: AI-Ready Edition
12 sales value streams in 60 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Sustainability Business Data Model: AI-Ready Edition
The AI-ready sustainability data model: 14 subject areas, 100 entities and 674 key attributes, each classified for sensitivity and AI use
Sustainability Value Streams: AI-Ready Edition
12 sustainability value streams in 60 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Technology Business Data Model: AI-Ready Edition
The AI-ready technology data model: 18 subject areas, 125 entities and 842 key attributes, each classified for sensitivity and AI use
Technology Value Streams: AI-Ready Edition
12 technology value streams in 60 stages, each shown today and AI-native, with its target AI mode and human checkpoint
Alternative Investments Portfolio Accounting System Features List
A pre-built feature checklist for alternative investments accounting systems — capital calls, commitments, illiquid valuation, K-1 handling, multi-tier ownership — in editable Word for RFPs.
Asset Management Fee and Billing Software Platform Features List
A pre-built feature checklist for investment fee billing platforms — fee schedules, householding, accruals, splits, invoicing, revenue reporting — in editable Word for RFPs and evaluation.
CORE BANKING SOFTWARE FEATURES
A pre-built feature checklist for core banking platforms — product factory, accounts, deposits, lending, payments, general ledger — in an editable Word document for RFPs and vendor evaluation.
CRM For Financial Advisors Software Features List
A pre-built feature checklist for advisor CRM platforms — household modeling, custodian integration, workflow, compliance archiving, reporting — in editable Word for RFPs and evaluation.
Digital Account Opening Platform Features for Financial Institutions
A pre-built feature checklist for digital account opening platforms — application flow, identity verification, decisioning, funding, abandonment recovery — in editable Word for RFPs.
Financial Advisor Workstation Feature List
A pre-built feature checklist for advisor workstation platforms — unified client view, planning, proposals, trading, reporting, workflow — in editable Word for RFPs and vendor evaluation.
Health Insurance Claims Management System Features
A pre-built feature checklist for health insurance claims systems — intake, edits, adjudication, pricing, coordination of benefits, appeals — in editable Word for RFPs and vendor evaluation.
Health Insurance New Business Development and Underwriting features
A pre-built feature checklist for health insurance group sales and underwriting systems — RFP intake, census, rating, quoting, renewal — in editable Word for vendor evaluation.
Health Insurance Policy Administration Features
A pre-built feature checklist for health insurance policy administration systems — benefit configuration, group setup, enrollment, eligibility, billing — in editable Word for RFPs and evaluation.
Insurance Fee and Billing Software Features
A pre-built feature checklist for insurance billing platforms — bill plans, invoicing, payment application, delinquency, commission, reconciliation — in editable Word for RFPs and evaluation.
Life and Annuity Claims Management System Features
A pre-built feature checklist for life and annuity claims systems — notification, beneficiary verification, contestability, calculation, disbursement — in editable Word for RFPs and evaluation.
Life and Annuity Insurer Underwriting Features
A pre-built feature checklist for life and annuity underwriting systems — application intake, evidence, rules, accelerated underwriting, reinsurance referral — in editable Word for RFPs.
Life and Annuity Policy Administration Software Feature List
A pre-built feature checklist for life and annuity policy administration systems — product configuration, issue, servicing, values, payout, claims — in editable Word for RFPs and vendor evaluation.
Portfolio Accounting Features and Functions
Around 120 portfolio accounting features in an editable spreadsheet you can score directly, with a Word overview of what a portfolio accounting system is for.
Portfolio Management and Rebalancing Software Features
A pre-built feature checklist for portfolio management and rebalancing platforms — models, drift, tax-aware trading, cash management, restrictions — in editable Word for RFPs and evaluation.
Portfolio Performance Reporting Platform Features
A pre-built feature checklist for performance reporting platforms — return calculation, attribution, composites, benchmarks, client statements — in editable Word for RFPs and evaluation.
Property and Casualty Insurance Claims Management Feature List
A pre-built feature checklist for P&C claims management systems — FNOL, assignment, investigation, reserving, payment, subrogation, litigation — in editable Word for RFPs and vendor evaluation.
Property and Casualty Insurance Policy Administration System Feature List
A pre-built feature checklist for P&C policy administration systems — product configuration, rating, forms, endorsement, renewal, billing — in editable Word for RFPs and vendor evaluation.
Property and Casualty Insurance Underwriting Software Features
A pre-built feature checklist for P&C underwriting software — submission intake, triage, risk data, rating, referral and authority — in an editable Word document for RFPs and vendor evaluation.
Real Estate Value Streams
Forty-four pre-built real estate value streams covering acquisition, financing, leasing, tenant servicing, maintenance, property accounting and disposition, in editable PowerPoint with a guide.
Trade Order Management Software
A pre-built feature checklist for trade order management systems — order capture, compliance, routing, execution, allocation, settlement — in editable Word for RFPs and vendor evaluation.
Trust Accounting Software for Financial Firms
A pre-built feature checklist for trust accounting platforms — principal and income accounting, fiduciary reporting, distributions, tax, court accountings — in editable Word for RFPs.
Real Estate Business Information Model
A structured inventory of the business data entities a real estate business runs on — property, building, unit, lease, tenant, owner entity, work order — in editable Word, with a data modeling guide.