PAid Phone Consultation on Multiple Wealth Mananagement Software
- or -
Post a project like this$200
- Posted:
- Proposals: 2
- Remote
- #2122143
- Expired
Description
Experience Level: Expert
We are looking to conduct 20 paid (1 hr or less) phone consults to assess i) wealth management software ecosystem, industry trends, value chain and key players (focus on client onboarding, compliance, data aggregation functions), ii) wealth management software market size (focus on client onboarding, compliance, data aggregation functions), ii) wealth management software competitive landscape, iii) wealth management software purchasing process and purchase criteria.
Screening Questions:
1. Do you have the knowledge and ability to speak in depth about the wealth management software space?
2. Please list all of the following wealth management software vendors that you have the knowledge and ability to speak in depth about: Docupace, Appway, RIA in a Box, FIS Protegent, Concenter XLR8, FIS WealthStation, Envestnet, Scivantage, Sycamore, SS&C, Red Tail Technology, Junxture, Salentica CRM, Athene Group / Skience, Doxim and Smart RIA.
3. Have you led a purchase or sale of wealth management software system in the last 12 months?
Screening Questions:
1. Do you have the knowledge and ability to speak in depth about the wealth management software space?
2. Please list all of the following wealth management software vendors that you have the knowledge and ability to speak in depth about: Docupace, Appway, RIA in a Box, FIS Protegent, Concenter XLR8, FIS WealthStation, Envestnet, Scivantage, Sycamore, SS&C, Red Tail Technology, Junxture, Salentica CRM, Athene Group / Skience, Doxim and Smart RIA.
3. Have you led a purchase or sale of wealth management software system in the last 12 months?
Reyneelyn M.
0% (0)Projects Completed
-
Freelancers worked with
-
Projects awarded
0%
Last project
26 Apr 2024
Philippines
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
There are no clarification messages.
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies