Sizing Questionnaire — Entole - Family Office Command Center

Sizing Questionnaire.

Interested in working together? Fill out some info and we will use this to get an understanding of the right fit for your organization.

Name

First Name

Last Name

Company Name

Phone

Country

(###)

###

####

Website

http://

Sizing Information

How many client accounts do you have?

Indicate "1" if you are an SFO.

How many Legal Entities do you track?

Include trusts, LLCs, corporations, partnerships, etc.

How many Full-time Employees do you have?

How many Part-time Employees and Contractors do you have?

Has a budget been approved for this project? If so, how much?

What other technology systems do you use?

This gives us insight into potential integrations (e.g. Addepar or Quickbooks) that can help you derive more value out of your investment.

Requirements

What does success look like?

Do you have any specific security requirements?

For example, integration to Azure IdP, Log Streaming, Conditional MFA, etc.

Do you have a Technology Implementation Partner you would like to involve on this project? If so, who?

Other

Other Comments

If someone referred you to us, please let us know who.