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Take control of your technology decisions

Have you taken our technology health check yet? Find out where your business sits and what solutions you might need.

Discover your Advice Technology Health Score

Discover how technology can be more than just a tool – let it be a catalyst for growth and innovation in your business.

TAKE THE TEST NOW

Why do I need a Tech Health Check?

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:

1

The competitive landscape will be driven by technological superiority over scale

2
It’s designed by wealth tech experts and advisers to give you tangible recommendations
3

It’s fast to complete, easy to use, and provides a thorough assessment

4

You receive a score at the end, with guidance on how to improve it

5

Your unique technology report is delivered instantly with actionable steps

6

Tips to streamline processes and improve results for your clients

How does the Tech Health Check work?

The assessment is a streamlined online survey that delves into the different practice areas wherein your wealth technology plays a critical role.
The assessment is a streamlined online survey that delves into the different practice areas wherein your wealth technology plays a critical role.
Have a detailed report on your tech health score within minutes of submitting your honest answers.

You have your results. Now what?

The next step is to take action and implement changes that will bring results. Need help? Speak to us.
Book A Call

You will unlock information about your benchmark score, why it matters, and how to fix it in the following key areas:  

Practice Management
Cyber Security
Client Engagement

Revenue Management, Reviews and Fee Consent

Advice Efficiency
Technology

Cashflow and Budgeting

Compliance

Social Media and Email Marketing

 Integrations and AI

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