wealthschema/resources

Resources

84

Articles

Practical writing and theme deep-dives on synthetic-data engineering, fintech compliance patterns, and the math behind WealthSynth.

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11

Guides

Long-form how-to guides on building, validating, and shipping financial software with synthetic data.

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1

Methodology

How WealthSynth households are generated, validated, refreshed, and held to a strict consistency contract.

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18

Comparisons

Decision frameworks comparing synthetic data approaches, build-vs-buy choices, and adjacent options.

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11

Checklists

Scannable, exam-ready checklists covering Reg BI audit data, RIA onboarding, and other compliance workstreams.

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10

Assessments

Self-scoring scorecards that produce a banded maturity score, a category radar, and a remediation roadmap calibrated against published regulator findings.

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8

Worksheets

Fill-in artifacts engineers and PMs work through and walk away with a populated document — corpus sizing, ROI calculators, coverage matrices, and evidence ledgers.

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8

Wizards & Decision Trees

Branching interactive tools that ask 5–8 questions and route to a specific recommendation, dataset, or checklist. The 90-second self-service version of a 30-minute consultative conversation.

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7

Templates

Pre-filled scaffolds your team customizes lightly and ships as a real document — InfoSec questionnaires, legal memos, JSON schemas, PRD sections, and pre-launch sign-offs.

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7

Calculators & Estimators

Single-purpose numeric tools — ROI, payback period, expected loss, audit hours, time-to-production. Live formulas, sensitivity views, and a 'show the math' reveal.

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138

Glossary

Reference definitions for the wealth-management vocabulary — IRMAA, QSBS, RMD, PSLF, and dozens more.

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