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:      Let's Get Started!  Contact me ASAP Document Director Demo Requested AdvisorPower Interest General CRM Interest Software Sales

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..."

   New  AdvisorPower™ ONLINE (My Remote Office)
   Automation or Integration Services
   Head Office Software for the back office (MGA/AGA)
   Client Relationship Management (CRM)
   IMPLEMENTING my existing Processes!
   Marketing Services and Technology
   Bringing information to my clients via the Internet.
   Other:
   

3. My Key action areas are:

   AdvisorPower Solutions™	Check one or more
   New Document Director™ Your affordable solution to secure E-Document management.	New
   AdvisorPower™ CRM Consulting Modules ($500 +) New Client Process Module Annual Review Process/ Client Meeting Process Maximize Enterprise/ Centralized Database Systemization/ Practice Mgmt Marketing Outsource Services and Technology New
   Financial Product Modules ($1000+) APS™ RRSP/RESP Tracker Module APS™ KYC Module APS™ GIC and Bonds Tracker Module APS™ Commission Tracker Module APS™ Portfolio Manager (Full Enterprise Version)
   Insurance Product Modules ($5000+) APS™  Individual Benefits Module APS™  Group Benefits -Owner's Review Information Pkg. AIMS™ Commission Mgmt ($30K+) AIMS MGA™ ($250K+): Full Policy Management (Application, Policy, Product, Bonus, Claims, Reserves, Cheque & Commission Mgmt - Web based or Client Server software available.)  APS™ BrokerExpress Web Access Portal™
   PowerAssist Products ($1500+) PowerView™ - see data from multiple sources PowerForm™ - use existing data to populate forms PowerLink™ - synchronizing multiple data sources PowerLink™ - for AccPac
   Externals and PDA ($250+) Remote Synchronization for Laptop users Palm Synchronization with Database "Automated" Client Appointment Reminder Data Management (Review Required) Automated Backup Utility for Off Site Storage Import/Export of Data/ Conversions Off Site Data Storage   Database Integration Database Clean up, Security Software/Web Application Dev.   New AdvisorPower™ ONLINE (My Remote Office) The above services hosted online for real time access from anywhere! Lower costs and monthly fees	New

   Other:
   

4. How would you rate this survey?  Relevant to my needs  NOT relevant to my needs

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.