Investment Management Billing Evaluation Questionnaire
Please fill out this form to help us understand your evaluation needs.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Organization Size (Number of Employees)
*
Type of Investment Management Firm
*
Please Select
Asset Management
Wealth Management
Pension Funds
Family Office
Other
Current Billing Software Used
*
Please Select
None
Existing System
Custom Solution
Key Features Needed
*
Please Select
Invoice Generation
Client Portfolio Management
Tax & Reporting
Integration Capabilities
User Access Levels
Other
Frequency of Billing
*
Please Select
Monthly
Quarterly
Annually
Other
Preferred Billing Method
*
Please Select
Electronic
Paper-Based
Hybrid
Ease of Use of Current System
*
1
2
3
4
5
Additional Requirements or Comments
I agree to the terms and conditions regarding the evaluation process.
*
1
I agree
Submit
Should be Empty: