A Premier Consulting Engagement Built for the Wealth Management Firm of the Future.
From our proprietary diagnostic tool to ongoing advisory, we guide your firm through every stage of the technology lifecycle — with senior expertise and a curated partner ecosystem.
a-Squared Technology Partners Consulting Program
Four engagement tiers designed to meet your firm where it is — from a complimentary diagnostic to a full implementation program with ongoing annual support.
Wealth Management Health Diagnostic Tool
Our proprietary diagnostic — built for your practice
The Wealth Management Health Diagnostic is our proprietary assessment tool designed to identify practice and enterprise-specific pain points across your technology, operations, and client experience. It gives your firm a clear, objective picture of where you stand — and a prioritized path forward.
Learn more about the WFH Diagnostic Tool™- Practice and enterprise-specific pain point identification
- Current-state technology and operations inventory
- Benchmarking against peer firms in your segment
- Executive-ready findings report with prioritized recommendations
Technology Stack Optimization
Eliminate redundancy. Close the gaps.
Most firms are over-tooled in some areas and under-served in others. Our stack optimization engagements build on the diagnostic findings — mapping what you have, what you're paying, and where the friction lives. We deliver a prioritized roadmap aligned to your firm's strategic objectives.
- Comprehensive technology audit and cost analysis
- Redundancy identification and consolidation planning
- Gap analysis with curated vendor shortlists
- Strategic roadmap with implementation sequencing
Ongoing Advisory
A trusted partner as your firm evolves
Technology decisions don't end at implementation. Our ongoing advisory relationships give your firm a senior partner who stays current on your environment, monitors the vendor landscape, and proactively surfaces opportunities — so you're never making technology decisions in a vacuum.
- Quarterly technology reviews
- Proactive vendor landscape monitoring
- Escalation support for vendor issues
- Strategic input on M&A and growth scenarios
Not sure where to start?
Most engagements begin with a no-obligation consultation. We'll ask the right questions and tell you honestly what kind of support would be most valuable for your firm.