Investbanq · Research Surveys

01

Your office

So we can read the rest in context.

Q1What's your role?

So we know whose perspective we're hearing.

Principal / family member CEO / Managing Director CIO / Head of Investments Portfolio manager COO / Head of Operations Investment analyst Compliance / Risk Advisor / relationship manager Other

Q2Which best describes your office?

Q3Approximate assets under management?

Bands only — no exact figures.

Q4How large is the team, and how does it split?

e.g. "9 people — 4 investment, 5 operations & admin."

Q6Roughly how many custodians or banking relationships hold your assets?

This shapes how hard consolidation is for you.

1 – 2 3 – 5 6 – 10 More than 10

If you're happy to share, which ones? (optional)

02

What you run on today

The honest stack, spreadsheets included.

Q7Which of these do you use software for — and what?

Tick the areas that apply. A box appears for each, so you only name the tools you actually use. "Excel" and "nothing formal" are useful answers too.

Q8How are these systems mostly built?

Mostly off-the-shelf software Mostly custom / in-house built Mostly spreadsheets and email An even mix of all three Other

Q9Overall, how well does your current setup serve you?

1 it holds us back · · · 5 works well

What's not working? Be specific — this is exactly what we want to fix.

Q10In a normal day, how many separate tools does your team move between?

1 – 3 4 – 6 7 – 10 More than 10

Q11Rough annual spend on your technology stack?

Bands are fine. Leave blank if you'd rather not say.

03

Where the friction lives

The heart of it. Be blunt here.

Q12Where does the team lose the most time each week?

Tick everything that applies. For each, a box appears so you can note roughly how much time it eats — in your own terms, since some take hours and others run for days.

Q13What single manual process would you most want to make disappear? ★

If you answer only one open question, make it this one.

Q14How do your clients see their wealth today — and what do they complain about?

Q15How important is a mobile app for principals and clients?

1 not important · · · 5 essential

Q16If you've held off switching tools, what's stopping you?

Select all that apply.

04

Where you'd let software act

Not "do you like AI" — where you'd trust it.

Q17Are you using any AI tools in your work today?

Yes Experimenting, nothing in production No

Which tools, and for what?

Q18For each task, how much autonomy would you grant an AI agent?

1 never · 2 suggest only · 3 draft for review · 4 act with sign-off · 5 fully autonomous

Market & macro research

Gathering and synthesising economic, sector and company information.

Financial analysis

Reading statements and modelling trends to surface the numbers that matter.

Portfolio analysis

Assessing exposures, performance and risk across the book.

Due diligence

Flagging risks and anomalies, benchmarking against peers.

Valuation

Running DCF, comparables and scenario analysis.

Compliance monitoring

Tracking regulatory changes and watching for potential breaches.

Drafting client reports

Producing the periodic reporting clients receive.

Client communication

Drafting updates and replies to clients.

Rebalancing proposals

Recommending changes to asset-class weights and positions.

Trade execution

Placing the orders that act on a decision.

Something else?

Add a task of your own and rate it.

Q19What concerns would make you hold back from an AI agent in investment work?

Both the dealbreakers and the regulatory side — auditability, hallucination risk, fiduciary exposure, MAS posture, data residency, client disclosure.

05

What's worth building

Rate only what you'd plausibly use.

Q20How useful would each capability be to you?

1 no use · · · 5 essential

Consolidated wealth view

One picture of holdings across every account and custodian.

AI CIO / orchestrator assistant

A chat-based assistant with market data and portfolio context — answers questions and runs tasks like portfolio building and news analysis.

Trading

Placing and managing orders inside the platform.

Performance dashboards & analytics

Tracking returns, exposures and attribution visually.

Automated fee billing

Calculating and invoicing management, performance and other fees.

Client request portal

Structured channel for clients to send requests to their manager.

Asset marketplace

A venue to discover and access investment products and deals.

Workflow / process automation (BPMS)

Configurable workflows for approvals, onboarding and recurring processes.

User management & audit log

Roles, permissions and a full trail of who did what.

White-labeling

Presenting the platform under your own brand to clients.

Q21For internal messaging, tasks and calendar — what does the team use now?

This tells us whether to build it or integrate with what you have.

Q22Would you rather a wealth platform replace those tools, or simply connect to them?

Replace them — one system is better Connect to them — we like our current tools No strong preference

Q23Anything you expected on this list that's missing — a capability you wish existed?

06

Which AI capabilities matter most

This shapes what we build first. Rate honestly — "no use" is a real answer.

Q24How useful would each of these AI capabilities be in your work?

1 no use · · · 5 essential

Market research intelligence

Aggregates macro and company data, news and sentiment; produces sector, thematic and competitive briefings.

Financial analysis

Reads financial statements, models trends, and ingests and summarises documents to pull out the figures that matter.

Automated due diligence

Flags risks and anomalies in financials, benchmarks against peers, and auto-drafts the diligence write-up.

AI valuation models

Runs DCF, comparables and other methods together, with scenario and sensitivity analysis tied to live market data.

Financial education for clients

Explains complex concepts in plain language for principals and next-gen family members.

Compliance assurance

Tracks regulatory changes, keeps audit-ready logs, and runs a rule engine to catch potential breaches before they happen.

Investment management optimisation

Suggests rebalancing for risk-adjusted returns, personalises strategy to each client, and attributes performance to its drivers.

Trade signals

Entry/exit levels, a predicted price range and sizing guidance per instrument across asset classes — decision support, never auto-executed.

Workflow automation & a single AI gateway

One interface across the above — orchestrating reporting, decisions and document retrieval, and drafting client communications.

Q25Of those, which would you most want first?

Tick as many as you like. They are numbered in the order you pick them, so your first pick reads as your top priority — pick that one first.

Market research intelligence Financial analysis Automated due diligence AI valuation models Financial education Compliance assurance Investment optimisation Trade signals Workflow automation

Q26Any AI capability you want that isn't listed above?

07

How decisions get made

And whether we may follow up.

Q27Who decides on technology purchases in your office?

Q28What does a typical evaluation timeline look like for new software?

Under a month 1 – 3 months 3 – 6 months Over 6 months

Q29Would you be open to a follow-up conversation or a pilot?

Yes — happy to talk Yes — and we'd consider a pilot Just keep me posted Not at this time

Where should we reach you?

Q30Anything else you'd want a platform built for offices like yours to understand?

Help shape the tools built for offices like yours

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