Assess your SaaS readiness

Make a data-driven decision with our SaaS Assessment

Migrating from on-premise to a cloud-based Software as a Service model is a significant change for any investment management firm. It can affect all areas of your value chain. That’s why it’s critical that you have all the information you need before embarking on a SaaS journey.

We have developed a complimentary value and solutions assessment to help you get the answers you need to make a data-driven decision for your business.

How it works

The assessment is conducted as a series of workshops, either in person or virtually, over 2-3 business days. It can be completed within a month. During the assessment we ask specific questions about your organization, including your current technological infrastructure, workforce capability, and other critical factors that could influence your journey to SaaS.

The output is a comprehensive roadmap that not only helps you understand your organization's potential to leverage SaaS, but also ensures that you make an informed decision that aligns with your organization's long-term goals.

What does it cost?

It’s important to note that the assessment is free of charge. The only investment required is your time, which will be spent during the workshops.