RIA Comply Product Market Fit Survey - SEC Compliant Marketing for RIAs

RIA Comply — Product Fit Survey

PLEASE SPARE A FEW MINS TO TELL US IF THIS IS USEFUL TO YOU. JUST 5 QUESTIONS. 5 MINS MAX.
1. Would any of these features address a challenge you're facing?^*
DOCUMENT ANALYSIS - Upload and screen a document
MESSAGE SCREENING - Monitor advisor emails and social
MEETING ASSISTANT - Real-time feedback on meetings
PROACTIVE ALERTS - Alerts for CCOs for close-calls and worse
ADVISOR SCORECARDS - Measure how "loose-lipped" each advisor is
COMMUNICATIONS ARCHIVE - Searchable archive of all advisor comms

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1. Are you the Owner, CCO, or both?^*
Owner
CCO
Both
2. Please describe the problem the features you selected, could solve

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1. What is missing that would make this more complete?

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1. What would be a fair subscription rate per advisor per month?^*
Less
$39/mo
$59/mo
$89/mo
$129/mo

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