Strategy Tools
Calculators, scorecards, and frameworks we use when evaluating WealthTech architectures.
Tech Debt Calculator
Quantify the hidden cost of manual data entry and inefficient integrations across your firm.
Run calculation →API Vendor Scorecard
Evaluate potential vendors based on API completeness, documentation, and rate limits.
Start evaluation →Data Breach Cost Estimator
Estimate the financial and reputational impact of a potential breach based on AUM and client count.
Estimate impact →Build vs. Buy Framework
Decide whether to purchase off-the-shelf software or build custom infrastructure.
Use framework →SEC Cyber-Readiness Checklist
Audit your current security posture against the latest SEC cybersecurity regulations.
Start audit →Migration ROI Calculator
Calculate the break-even point for migrating to a modern, unified data architecture.
Calculate ROI →Integration Complexity Mapper
Visualize the fragility of your current point-to-point connections.
Map integrations →Cloud Readiness Assessment
Determine if your legacy on-premise servers are ready for a secure cloud migration.
Assess readiness →Technical RFP Generator
Generate a list of hard engineering questions to ask vendors during demonstrations.
Generate questions →Data Warehouse Cost Estimator
Estimate the monthly cloud compute and storage costs for building an internal data hub.
Estimate costs →