Which Wealth Data Set Do I Need? — Wizard
WealthSynth ships 30+ Wealth Data Sets across compliance, tax, retirement, estate, and segment-specific use cases. Picking the right starting bundle is normally a 30-minute conversation. This wizard compresses that into six questions and a routed recommendation.
What you walk away with
~2 min · 5 questions · 15 possible outcomes- A specific Wealth Data Set bundle recommendation, by name and bundle ID.
- A one-paragraph rationale you can paste into a procurement memo.
- A one-click path to the dataset page (and a 'talk to us' fallback if no published bundle fits).
- An entry into the Maturity Assessment scoped to the bundle's category.
What's the primary feature area you're building or auditing?
Pick the closest fit — the next questions narrow further inside the chosen branch.
FAQ
What if my use case spans multiple categories?
Pick the binding constraint — the workstream with the highest regulatory or customer-facing risk if you ship without coverage. The wizard's 'I don't know' branch routes to the Master Corpus, which spans all bundles.
Why does the wizard not surface every bundle?
Some bundles are tightly scoped to specialty use cases (e.g. estate planning beta pack, mortgage stress test) that aren't reached by the six-question flow. If your use case isn't covered, the 'talk to us' CTA on any outcome routes to a sales conversation.
Can I revisit my path?
Yes. The wizard saves your path to localStorage; the Back button steps back without losing state, and the 'Email me this result' button captures the path + the recommendation in a forwardable artifact.