wealthschema / resources
FIELD NOTES & TOOLS

Resources

Playbooks for the problems that actually trip up fintech teams, checklists auditors ask for by name, self-scoring assessments, and the full methodology behind every household in the catalog — plus interactive worksheets, calculators, and decision trees that route straight to what you need.

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Articles

How synthetic financial data gets built, where it has to hold up under compliance review, and the math that keeps a household's numbers internally consistent.

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Guides

Step-by-step playbooks for the moments that actually trip up fintech teams — a zero-PII demo environment, a rebalancing engine under stress, fair-lending compliance before an examiner asks.

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Methodology

The generation pipeline behind every household — archetype assignment, a validation gate strict enough to reject and regenerate bad records, and what changes on each refresh against new tax and regulatory guidance.

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Comparisons

Straight answers to the "which one do we actually use" question — Faker vs. WealthSchema, build vs. buy, anonymized real data vs. synthetic — each ending in a specific recommendation, not a hedge.

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Checklists

The exact evidence an auditor asks for in week one — SOC 2 access reviews, AML transaction-monitoring fields, Reg BI audit data — checked off online or exported before the engagement starts.

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Assessments

Score your program against what regulators actually cite in exam findings — SOC 2, Reg BI, AML/BSA — and get a prioritized fix list, not just a number.

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Worksheets

Fill-in worksheets that force the sizing and ROI math teams skip until it's too late — corpus sizing, build-vs-buy ROI, test-coverage matrices — with live computed outputs, not static templates.

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Wizards & Decision Trees

Answer 5–8 questions and get routed straight to the specific dataset, checklist, or comparison that fits your situation — the 90-second version of a 30-minute call with us.

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Templates

Pre-filled InfoSec questionnaires, legal memos, and pre-launch sign-off forms, already 70–80% written — fill in the blanks specific to your deal and ship a real document, not a draft.

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Calculators & Estimators

Answer the one number your CFO or procurement lead is going to ask for anyway — ROI, payback period, expected loss, audit hours — with the formula shown, not hidden.

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Glossary

Plain-language definitions for the terms that show up on every other page on this site — IRMAA, QSBS, RMD, PSLF — with the worked numeric example most glossaries skip.

Start with a free API key

Read the docs, pull a cited figure, and grab a watermarked sample household — no card required.