What does it take to be the Alpha Advisor?

Hello:
You are invited to participate in our survey What Does It Take to be The "Alpha" Advisor. It will take approximately 3 minutes to complete the questionnaire.

Your participation in this study is completely voluntary. There are no foreseeable risks associated with this project. However, if you feel uncomfortable answering any questions, you can withdraw from the survey at any point. It is very important for us to learn your opinions.

Your survey responses will be strictly confidential and data from this research will be reported only in the aggregate. Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.

I Agree

What are the best practices of "Alpha" Advisors?

Open Architecture

Ability to Aggregate Account Data

Transparency of Fees

A Holistic Investment Policy

Household Reporting

Investment Performance for All Accounts and Advisors

Time to Engage the Client in a Discussion Proactively

Other (please specify)

What tools do you need to be the Lead Advisor? Please rank in order of your greatest need.

Proposal Tool / Goals Based Planning
Account Aggregation Capability
Performance Validation Services
Accurate Client Reporting
Products - Open Architecture
Client Portal / Tablet Access

What are you missing to become the "Alpha" Advisor?

Compared to your competitors, is your product/service offering better, worse, or about the same?

What are the reasons you excel or perform below your competitors?

Are you interested in receiving further communications from InvestEdge about how to become the "Alpha" Advisor?

Yes

No

Other