Request Access to the Wealth Firm Health Diagnostic Tool™
The WFH Diagnostic Tool™ is available exclusively to qualified wealth management firms. Complete the form below and a member of our team will review your request and provide you with a secure access code.
Why access is by request
The Wealth Firm Health Diagnostic Tool™ contains proprietary assessment methodology developed exclusively by a-Squared Technology Partners, L.P. To protect the integrity of the tool and ensure it is used in the context of a genuine advisory engagement, access is granted individually — not publicly available.
Note: Access codes are issued individually and are non-transferable. Requests from personal email addresses (Gmail, Yahoo, etc.) may be subject to additional verification.
Request your access code
All fields are required. We review requests within one business day.