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Begin your Technology Consultation journey

STEP 1: Know your business

Team Size
Solo Advisor or Small Team (1-5 people)
Mid-Sized Team (6-20 people)
Large Team (20+ people)
What is the average number of clients your team manages?
0-50 clients
51-200 clients
201-500 clients
500+ clients
What is your primary focus as a financial advisor?
Investments and Wealth Managemen
Financial Planning
Insurance Services
Retirement Planning
Other
Are your current tools integrated with each other (e.g., CRM, portfolio management, financial planning software)?
Yes
No
Partially
How much of your workflow is currently automated (e.g., reporting, compliance tracking, client communications)?
What areas of your business would you like to automate further?
What methods do you use to communicate with clients?
Do you currently offer a client portal for viewing portfolios, reports, and communication?
Yes
No
How do you handle regulatory compliance for your business?
Have you or your team experienced any cybersecurity breaches or data loss in the past?
Yes
No
Are you considering changing or upgrading your current technology stack in the next 12 months?
Yes
No
Which areas of your business would you prioritize for technology improvement?
Client relationship management (CRM)
Compliance management
Financial planning tools
Cybersecurity
Client communication
Reporting and analytics
Other
How important is cost when considering new technology for your practice?
Extremely important
Neutral
Not very important
What is your current budget for technology upgrades or additions (annual estimate)?
Less than $5,000.
$5,000 - $15,000
$15,000 - $50,000
More than $50,000
How do you and your team handle learning and training for new tools?
Self-taught
Vendor-provided training
In-house IT or support team

NEXT STEPS in your consultation journey.

Reviewing Reports at Desk

Review

We will review your responses and email you our evaluation on your current technology stack used by you.

Expertise

Evaluate

We will evaluate the cost and benifits of your existing tools and develop a plan of action.

Laptop and Notebook

Trial Before Implementation

We will be going through a trial phase where you will be trying out our recommended tools.

My Advisor Group Canada

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