Three steps to your scorecard
Answer 14 questions about your current setup
Fund custody, regulatory posture, disbursement method, audit trail, vendor economics, and platform fit.
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Your overall score plus a breakdown across 7 dimensions. You'll know exactly which gaps matter most
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What does your score
tell you?
0-39
High risk - significant exposure identified
Material gaps across critical fiduciary and operational dimensions. Immediate review recommended.
40-69
Moderate risk - action recommended
Some controls in place. Action required to close gaps before they cause operating or legal problems.
70-100
Lower risk - strong controls in place
Lower risk - strong controls in place.
