Advisor Technology Assessment Survey Form
Please complete the Advisor Technology Assessment Survey Form to help us understand your current technology stack, workflow needs, and areas for improvement.
Your Name
*
First Name
Last Name
Firm/Organization Name
*
Role/Title
*
How satisfied are you with your current technology stack?
*
Not satisfied
1
2
3
4
Very satisfied
5
1 is Not satisfied, 5 is Very satisfied
Rate the importance of the following technology tools for your practice.
*
Rows
Not Important
Somewhat Important
Important
Very Important
CRM
1
2
3
4
Financial Planning Software
5
6
7
8
Portfolio Management
9
10
11
12
Document Management
13
14
15
16
Client Portal
17
18
19
20
Which area of your workflow do you find most challenging?
*
Client onboarding
Data entry & reconciliation
Reporting & analytics
Compliance tasks
Other
How well do your current tools integrate with each other?
*
Not at all
1
2
3
4
Seamlessly
5
1 is Not at all, 5 is Seamlessly
What type of support or training would help you maximize your technology stack?
Live training sessions
On-demand tutorials
1:1 expert consultations
User guides & documentation
Other
Please share any additional comments or suggestions about your technology needs.
Submit Assessment
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