Wealth Firm Health Diagnostic Tool™
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 Health Diagnostic Tool™ 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.
Every engagement begins here. The diagnostic gives us — and you — an honest, data-driven baseline across technology, operations, and client experience. From that foundation, every recommendation we make is grounded in evidence, not assumption.
What the diagnostic covers
Technology Inventory
A complete audit of your current technology stack — what you have, what you're paying, how it's being used, and where the gaps and redundancies live.
Operations Assessment
An evaluation of your operational workflows, identifying friction points, manual workarounds, and process inefficiencies that technology could resolve.
Client Experience Review
An assessment of the technology touchpoints in your client journey — onboarding, reporting, communication, and portal experience.
Peer Benchmarking
Your results benchmarked against comparable firms in your segment, giving you meaningful context for where you lead, where you lag, and what the gap costs you.
Risk & Compliance Posture
A review of technology-related compliance and data security considerations, surfacing exposure areas before they become regulatory issues.
Growth Readiness
An evaluation of whether your current technology infrastructure can support your firm's growth objectives — M&A, headcount, AUM, or service model expansion.
What 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, L.P.
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 WFH Diagnostic Tool™ would surface for your firm.