Free 2-minute self-assessment
Where does your firm actually stand on automation?
Most RIAs have automated some of their operations — but few know exactly which processes are pulling ahead and which are quietly holding the firm back. Rate ten core processes and get your automation score, plus where the easiest gains are.
⏱ 2 minutes, 10 questions📊 Instant automation score🔑 Free breakdown report
© SoftPak Financial Systems. This scorecard provides directional insight and is not a substitute for a formal automation assessment.
You don't have to run it by hand
SoftPak builds independent, multi-custodian rebalancing and portfolio technology that takes the manual work off your team's plate — so your firm can scale without scaling headcount.
Talk to us about automating your firm