CAP Digital Consulting Firm Profile
Spend 5 minutes helping us get to know your firm
Street Address Line 2
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)
Help us find solutions that fit your firm
How many employees need access to the solution?
Ex: You, your admin, CIO, etc.
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)
Should be Empty: