1. What type of firm do you belong to?     Financial Planning Firm Independent FP Firm Mutual Fund Company Brokerage Dealer, Head Office Insurance Hedge Fund Distributor Manufacturer None of the above

2. Assets under administration:               

3. What is your back office system?          Dataphile ISM Magnet MPS PowerRep/ RPM WinFund Other None - I'm not a planner

4. What number below best represents the number of clients you represent?
   None 100   250   500   1000    >1000
   

Contact & Preference: 

          Email    Phone

 Subject:      

1. KYC - Do you know all your clients, what they like, how much they have, actions required, interests, etc.  at any given time?
   No   Yes

2. Automation - Are you able to track, manage and take instant action on this information (i.e. send a personalized  email to all related clients, Print a Client Report etc)?
   No   Yes

3. Are your Processes reflected in your Technology?  Does your technology reflect the way that you do business to ensure ease of use, accuracy and consistency?

   No   Yes

1. Which of the following products do you currently use?

2. "I would like to arrange a meeting to learn more about..."

   Automated Tasks 
   Client Relationship Management (CRM)
   IMPLEMENTING my existing Processes!
   Marketing Services and Technology
   Bringing information to your clients via the Internet.
   Other:
   

3. My Key action areas are:

   AdvisorPower Solutions™	Information Please	Let's Get Going!
   New Client Process Module Annual Review Process/ Client Meeting Process Maximize Enterprise/ Centralized Database Systemization/ Practice Mgmt Marketing Outsource Services and Technology New
   AdvisorPower™ Product Modules RRSP/RESP Tracker Module Insurance Tracker Module KYC Module GIC and Bonds Tracker Module Commission Tracker Module
   PowerAssist Products PowerView™ - see data from multiple sources PowerForm™ - use existing data to populate forms PowerLink™ - synchronizing multiple data sources PowerLink™ - for AccPac
   Externals and PDA  Remote Synchronization for Laptop users Palm Synchronization with Database "Automated" Client Appointment Reminder Data Management Automated Backup Utility Import/Export of Data/ Conversions Off Site Data Storage   Database Integration Database Clean up, Security Software/Web Application Dev.

   Head Office: Insurance Automation

   Policy Mgmt (AIMS)

   Commission Mgmt (AIMS)

   Other:
   

4. How would you rate this survey?  Bad Good Excellent

5. Please enter any additional comments that may help us understand your current situation:
   
   

6. I am interested in purchasing an AdvisorPower Solution™ within...

Just Looking     Now!  

3 Months         6 Months  

1 year              Thank you. I am not interested.