Take control of your technology decisions
Have you taken any of our tech surveys yet? Find out where your business sits and what solutions you might need.
Discover Your Advice Technology Health Score
Unlock a deeper understanding of your business’s technology utilisation. Gain practical, actionable steps to elevate your business through technology.
Get instant, customised insights tailored specifically to your unique technology profile.
The AI Health Check Survey
Designed to help financial advice firms assess how prepared and responsible they are in adopting and using AI tools.
Simply answer questions about your businesses current AI status to see how you stack up!
- Get a tailored report based on your answers
- Quick fire questions in under 5 minutes
- It’s completely free
Why do I need to take a tech survey?
Because you care about your business, and you want to know how your wealth tech can take it to the next level. The list of benefits is long, so here’s a quick summary:
The competitive landscape will be driven by technological superiority over scale
Our surveys are designed by wealth tech experts to give you tangible recommendations
They’re fast to complete, easy to use, and provide practical and high value outcomes you can implement
You receive a benchmark at the end to compare your business with others, with guidance on how to improve it
Your unique technology reports are delivered instantly with actionable steps
We provide tips to streamline processes and improve results for your clients
You have your results. Now what?
You will unlock information about how you benchmark with other businesses, why it matters, and how to fix it in the following key areas:
Revenue Management, Reviews and Fee Consent
Cashflow and Budgeting
Social Media and Email Marketing
Integrations and AI