a-Squared Technology Partners
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Signature Plus

Everything in Signature,
plus a focused outcome.

Signature Plus combines our full foundational engagement with a named, fixed-scope outcome module — giving your firm a diagnostic, a deep dive, and a concrete deliverable in one engagement.

Wealth Firm Diagnostic Tools™$3,999 — One-time
What's included

Nine deliverables. $3,999.

Everything in Signature, plus your chosen outcome module.

Signature foundation

  • Wealth Firm Diagnostic Tools™ — a structured assessment of your firm's current technology stack, workflows, and operational gaps
  • 30-minute 1:1 debrief with a Managing Partner to walk through findings and initial recommendations
  • 2-hour deep dive session focused on the highest-priority areas of opportunity identified in your diagnostic
  • Targeted action plan deliverable — a written roadmap you can act on immediately
  • Curated introductions to vetted technology partners aligned to your specific needs

Plus — outcome module

  • One named, fixed-scope outcome module — choose from Tech Stack Roadmap, Vendor Selection, Sales-Led Growth Playbook, or AI Adoption Strategy
  • Working session with the module's lead consultant to align on scope, priorities, and approach
  • Written playbook or roadmap tailored to your firm's specific situation and goals
  • 30 days of follow-up advisory support to answer questions and guide implementation

Explore the full program

Signature PlusCurrent
Signature — $1,999Bespoke — Custom

Available outcome modules

  • Tech Stack Roadmap
  • Vendor Selection
  • Sales-Led Growth Playbook
  • AI Adoption Strategy
Your team

Expert team, nuanced domain expertise

Patrick Spencer
Patrick SpencerMBA
Managing Partner
Financial Software & Technology
Tim Checko
Tim Checko
Managing Partner
Enterprise Advisor Experience
Michael Casciano
Michael Casciano
Managing Partner
Data Infrastructure & Operations
Jason Hines
Jason Hines
Managing Partner
IT Infrastructure & Automation
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Ready to go deeper?

Complete the assessment access form and a Managing Partner will be in touch to scope your Signature Plus engagement and select the right outcome module for your firm.

Take the Assessment