Trust & Wealth Management Technology Platform Review

Trust Technology Platform Reviews

The purpose of this survey is to understand Bank and Trust Company's experience with wealth management and trust technology platforms.

This survey is driven by your answers and should take approximately 4 minutes to complete. Individual answers will remain anonymous.

*In order to qualify get the $25 gift card you must complete all questions. Officers, directors, or employees of any of the technology platforms are prohibited from taking this survey.

Question Title

* 1. (Optional) Please fill out your information below if you wish to have $25 gift card sent to you.

First Name

Last Name

Company name

Email address

Phone number

Question Title

* 2. Please select the description that fits your firm best:

Accounting Firm

Bank

Custodian

Independent RIA

Institutional Money Manager

Trust Company

Broker-Dealer

Wealth manager

Family Office

Endowment

Financial Planning Firm

Law Practice

Other (please specify)