Produced by T3 and Inside Information

Sponsored by Salesforce     

A special note from Bob Veres and Joel Bruckenstein:

What do you think of the various components of your software suite? Most of the following questions (after we find out more about your firm) will allow you to rate the programs you use on a scale of 1-10, with 10 being the best score possible. You just click one rating box for the program(s) or services you use in each category and move on to the next category.

The survey should take no more than 10 minutes to complete.
Thank you—sincerely—for your participation and any guidance you can provide about today’s complex technology landscape. Sometime in early 2021, we’ll make the results and full analysis available to all participants through Inside Information and T3.
Now let’s get to the questions:

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* 1. What is the annual revenue of your firm? Please choose only one.

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* 2. How many years have you been in this business? Please choose only one.

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* 3. What is your firm’s business model? Please choose only one.

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* 4. What is your estimated median client investible assets? Please choose only one. It’s okay to guess.