Enterprise Readiness & Discovery Assessment | SecureSplit®
Enterprise discovery

Enterprise Readiness & Discovery Assessment.

The first step in a structured evaluation process for wealth management firms, family law practices, RIAs, broker-dealers, and enterprise organizations considering SecureSplit®.

About this assessment. Your responses help our enterprise team move with precision. Rather than starting with a generic demo, we use this discovery to understand your firm's structure, strategic priorities, compliance obligations, and technical environment, then bring you a proposal built around your specific requirements.

How to complete it. About 15 to 20 minutes start to finish. For options that do not apply, simply leave them blank. Free-form fields are provided throughout for context that checkbox selections cannot capture.

Confidentiality. Your responses are treated as strictly confidential and used exclusively to design your implementation strategy, compliance review approach, and onboarding program. SecureSplit® does not share discovery information externally.

Section 01

Organization Overview

Tell us about your firm and who we will be working with.

Legal entity name as it appears on vendor agreements.
Organization Type
Organizational Scale
Total employees
Professionals using SecureSplit®
Office locations
Section 02

Strategic Objectives

Help us understand your current state and the outcomes that would define success.

Target implementation timeline
Desired outcomes
Section 03

Stakeholder Identification

Identify the people involved in evaluating, approving, and implementing SecureSplit® so we engage the right contacts at the right stages.

Executive Sponsor

Business Owner / Project Lead

Compliance Contact

Procurement / Vendor Management

Training & Operations Lead

Information Security Contact

Section 04

Deployment Structure & User Design

Describe how SecureSplit® will be deployed inside your organization and who will use it.

Anticipated deployment model
User types expected
Section 05

Compliance, Risk & Security Review

Help us prepare the right security documentation, legal agreements, and compliance materials for your review process.

Required review types
Expected review timeline
Section 06

Technology & Integration Requirements

Tell us about your current technology stack and what you need SecureSplit® to integrate with.

Current technology ecosystem
Integration requirements
Single sign-on & identity management
Section 07

Onboarding & Training Expectations

Help us shape the onboarding and training program that fits your team.

Preferred onboarding approach
Sandbox environment
If a sandbox is desired, what should it include?
Preferred rollout strategy
Section 08

Support & Ongoing Success

How would you like to work with our team after go-live?

Anticipated support level
Preferred communication channels
Section 09

Commercial Considerations

Help us prepare a commercial proposal that fits how your firm contracts and budgets.

Preferred licensing structure
Anticipated contract structure
Budget status
Section 10

Strategic Partnership Opportunities

If your firm is open to deeper collaboration, let us know which paths interest you. Optional, but useful for our long-term planning.

Areas of interest

By submitting, you confirm the information provided is accurate to the best of your knowledge. Our enterprise team will follow up within two business days.

Assessment received.

Thank you. A confirmation has been sent to the email address you provided.

Our enterprise team will review your responses and follow up within two business days to schedule next steps, including any compliance documentation, integration planning, and implementation strategy specific to your firm.

In the meantime

Curious how SecureSplit® works day to day?

Watch self-paced demos of the workflows divorce professionals use every day, or explore the platform pages.

Watch Demos How It Works
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