CAP Digital Consulting Firm Profile
Spend 5 minutes helping us get to know your firm
Name
First Name
Last Name
Firm Name
Firm Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Who are the key decision makers (name and firm role)?
Where would you say your firm is on your crypto journey (1 being the very beginning and 10 being ready to engage clients now)
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Firm Details
Help us find solutions that fit your firm
How many employees need access to the solution?
Ex: You, your admin, CIO, etc.
Approximate AUM
In Millions
Number of clients/households
Who is your current Custodian?
What CRM do you use?
What portfolio management software do you use?
What digital assets do your current clients own?
How ready are you to implement a solution? (1 meaning just starting and 10 meaning you're just waiting on us now)
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