First Name *

Last Name *

Company

Business Type * RIA RIA Aggregator Hybrid (RIA & B/D) Custodian Bank Technology Partner Other

Email *

Phone *

What is Your Current AUM? * $0.00 - $99,999,999 $100,000,000 - $299,999,999 $300,000,000 - $599,999,999 $600,000,000 - $999,999,999 $1,000,000,000 or >

What is Your Timeframe for New Technology? * Immediately 2-3 months 3-6 months 6-12 months 1 year or > Not Sure

What Custodian(s) Do You Currently Use? * Schwab InstitutionalPershingFidelity/NFSTD AmeritradeFirst Clearing Wells FargoCommunity National Bank (CNB) Retirement PlansDAZLDST (via FANMail)RBC Clearing & CustodySEI Wealth PlatformE*Trade Trust Company of AmericaAXOS ClearingFolio InstitutionalInteractive BrokersTrade PMR (via First Clearing)TBD Just Getting Set UpOther

Additional Information

Comments