Discover Your Firms Digital Maturity Level 

Take our quick assessment to benchmark your digital client portal experience and get a tailored roadmap built for wealth management firms.

Answer 10 questions and we’ll send you a personalised report.

  • It takes just 2 minutes
  • It’s completely free, no strings attached
  • Receive customised results
Enter your details below to start the scorecard

Why it matters

Digital is central to how clients experience your brand.

But most firms don't have a clear view of their digital maturity, or how to evolve from basic functionality to a seamless, strategic client experience.

The Digital Maturity Model for Wealth Managers gives you a practical way to:

  • Pinpoint gaps across your portal, platform and integrations
  • Align leadership around a shared digital vision
  • Build a roadmap that turns digital from overhead to asset

Digital Maturity Assessment created by Adam & Theo, Invessed Founders

You'll be scored against the four stages of digital maturity

1. Fragmented

Disconnected systems, manual processes, and inconsistent service

Opportunity: Lay a digital foundation and integrate key tools

2. Functional

Basic portal exists but is underused, unsupported, or clunky

Opportunity: Focus on UX, automation, and secure communications

3. Integrated

Systems are joined up, user journeys are improving, and data is flowing

Opportunity: Optimise mobile, onboard smarter and personalise content

4. Strategic

Digital is a growth driver embedded in your value proposition

Opportunity: Innovate with AI, scale securely, deliver competitive advantage