Which of the following best describes your AUM?

How much time do you spend with clients and/or prospects each week?

What is your biggest pain point today?

If you answered "Other" to the previous question, please specify:

Where do you custody your assets today?

If you answered "Other" to the previous question, please list your custodian here:

Which of the following functions would you consider outsourcing?

Investment management

Service & operations

Trading

Billing

Marketing

Compliance

Technology

Custodial Relationship

Name

First Name

Last Name

Company Name

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