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Thank you for participating in the enhanced advisory trading pilot and agreeing to take our survey. Please read each question and select the most appropriate response as it relates to your advisory business. |
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| * Please enter your RepID. | | |
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* Which of the following best describes your primary role? |
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* What percentage of your business is Advisory? |
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| * Approximately how many advisor clients do you currently have in your book of business? | | |
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* Approximately how many trades do you enter per year? |
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* Approximately how often do you personally make trades in BranchNet? |
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| * On average, how many hours per week do you personally spend trading or rebalancing? Please enter a whole number between 0 and 40. | | |
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* On average, how often do you trade or reallocate/rebalance an individual client's accounts? |
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| * On average, about how much time do you spend trading on an individual client's accounts? Please type in the number of minutes in 5 minute increments. | | |
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On average, how long do you think it would take to accomplish the following scenarios in BranchNet? Please type in the number of minutes in 5 minute increments.
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What is your level of confidence that you could successfully complete the following scenarios without issues in BranchNet today?
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What is your current satisfaction with the trading platform available in BranchNet today?
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* What tool do you currently use for rebalancing? |
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* How many models do you use for rebalancing? |
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What is your current satisfaction with the rebalancing tool you use today?
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How are you currently doing the following trading activities, if at all?
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If you had an improved trading platform, how much impact do you think it would have on your business in the following ways?
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New Enhance Advisory Trading Platform Expectations |
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On a scale of 1 to 10, what are your expectations for the overall experience of the new enhanced advisory trading platform?
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What is your level of confidence that the new enhanced advisory trading platform will allow you to complete the following scenarios without issues?
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What are your expectations for the training and support that will be provided for the new enhanced advisory trading platform?
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That completes our entry survey. Thank you for your participation, and we hope you enjoy the enhanced advisory trading pilot! |
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