Wealth Firm Diagnostic Tools™
A comprehensive, practice-specific assessment that gives your firm a clear, objective picture of where you stand — and a prioritized path forward.
Built specifically for wealth management firms
The Wealth Firm Diagnostic Tools™ is a-Squared Technology Partners' proprietary assessment instrument — purpose-built for wealth management practices and enterprises. Unlike generic technology audits, it is designed from the ground up to reflect the operational realities, client service demands, and regulatory environment unique to your industry.
Our proprietary assessment identifies practice-specific pain points across seven dimensions of your business. You get a clear, objective picture of where you stand and a prioritized path forward. And where that picture points to one area in particular, we offer a niche diagnostic for each of the seven, so you can go as deep as the problem warrants.
Seven dimensions of your business
Client Acquisition & Business Development
An assessment of your firm's growth engine — how you attract, convert, and retain clients, and where technology, process, or positioning is limiting your pipeline.
Learn MoreTechnology & Data
A complete audit of your current technology stack — what you have, what you're paying, how it's being used, and where the gaps, redundancies, and integration failures live.
Learn MoreOperations
An evaluation of your operational workflows, identifying friction points, manual workarounds, and process inefficiencies that technology or structural changes could resolve.
Learn MoreCompliance & Risk
A review of your compliance posture and technology-related risk exposure — surfacing gaps before they become regulatory issues or operational liabilities.
Learn MorePeople & Talent
An assessment of your team structure, capacity, and capability — identifying where talent gaps, role misalignment, or training deficits are limiting firm performance.
Learn MoreSuccession & Continuity
An evaluation of your firm's readiness for ownership transition, key-person risk, and business continuity — areas that are frequently underprepared until they become urgent.
Learn MorePortfolio & Investment Management
A review of your investment infrastructure — model management, rebalancing, reporting, and the technology supporting your investment process and client deliverables.
Learn MoreWhat you receive
Every diagnostic engagement concludes with a structured findings package — designed to be actionable at the executive level and specific enough to drive immediate next steps.
A proprietary assessment instrument built exclusively for wealth management practices and enterprises — not adapted from a generic framework.
Designed to surface gaps, inefficiencies, and opportunities that generic technology audits consistently miss — delivering a findings package built for immediate executive action.
a-Squared Technology Partners, LLC
How the diagnostic works
Intake & Discovery
We begin with a structured intake process — learning your firm's model, client base, AUM profile, team structure, and the technology pain points you already know about.
On-Site or Virtual Assessment
Our senior advisors conduct a deep-dive assessment of your technology environment, operational workflows, and client experience infrastructure — either on-site or via structured remote sessions.
Analysis & Benchmarking
We analyze findings against our proprietary benchmarking database of peer firms, identifying where you stand relative to comparable practices and where the highest-impact opportunities lie.
Findings Report & Readout
We deliver an executive-ready findings report and walk your leadership team through the results — with clear, prioritized recommendations and a proposed path forward.
Start with the diagnostic
Most engagements begin here. Schedule a no-obligation consultation and we'll walk you through what the Wealth Firm Diagnostic Tools™ would surface for your firm.