Free Self-Assessment Tool
A structured self-assessment to help you map your current applications, identify integration gaps, flag redundant tools, and calculate your all-in technology cost.
This assessment walks you through every category of software a modern RIA uses. For each tool you use, log whether it's integrated, how many seats you pay for, and the monthly cost per seat. At the end you'll get a complete picture of your stack — including redundancies, integration gaps, and total annual spend.
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XYPN Discount = exclusive member discount
Based on your responses, here is a summary of your current technology footprint, integration status, automations, and identified opportunities.
| Application | Category | Seats | $/Mo per Seat | Monthly Total | Annual Total | Integrated? |
|---|
I specialize in helping small RIAs eliminate redundancy, build integrations, and create automations that save hours each week. Let's look at your results together.