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Vendor Picker
A fake RFP brief, 8 vendors — pick the right 3.
0 / 3 picked
RFP brief
$8B AUM RIA, 6 offices, 1 CRO who hates surprises
Move off APL within 18 months. Need household-level performance, multi-custody, and a believable AI roadmap for advisor productivity.
Must-have
- · Multi-custody (Pershing + Schwab + Fidelity)
- · Household-level performance & rebalancing
- · Open API for Salesforce FSC writes
- · An AI / agent story with guardrails — not theatre
Nice-to-have
- · Active vendor community
- · Existing reference clients at $5B+
Pick 3 for the shortlist