Branching interactive tools that ask a sequence of questions and route to a specific recommendation, dataset, checklist, or next action. The 90-second self-service version of a 30-minute consultative conversation.
Every leaf node is a concrete output — a named dataset, checklist, or 'talk to us' CTA. No vague advice.
5–8 questions max. Branch only on decisions that actually move the recommendation.
Path is saved to your device. Step backwards, restart, or resume across sessions.
Copy the result + path to clipboard, or email it to a CTO / steering committee in two clicks.
Answer 6 questions about your use case (feature type, regulator scope, demographic focus, longitudinal need) and get a routed Wealth Data Set recommendation with a one-paragraph rationale and a one-click path to the catalog.
An interactive version of the synthetic-vs-anonymized comparison. Branches on legal-risk tolerance, edge-case need, and distributional fidelity requirements; lands on a recommendation with rationale.
Branches on team size, time horizon, vertical depth needed, and refresh cadence. Lands on build, buy, or hybrid with the rationale captured.
Select symptom categories (wash-sale miss, RMD miscalc, IRMAA bracket misclassification, ITIN-filer KYC failure) and the wizard routes to the archetype slices most likely to reproduce the bug.
Walks a CCO through the structural questions an SEC examiner will ask of the firm's test corpus. Flags gaps and routes to the Reg BI checklist + the datasets that close each gap.
Describe a feature; the wizard routes to the relevant regulators, the checklists that apply, and the test-data implications.
For each major code path (TLH, RMD, IRMAA, Roth conversion, NUA, QSBS), branches through the structurally tricky cases and routes to the archetypes that exercise them.
Inputs: regulatory change velocity, product release cadence, audit calendar. Output: recommended refresh cadence and which Wealth Data Sets need it on what schedule.