WealthTech Market

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Question ^*

What features would you most value in a WealthTech platform? (Select up to 3)

1. Automated Portfolio Management (Robo-Advisor)

2. Personalized Financial Advice from Human Advisors

3. Budgeting and Expense Tracking Tools

4. Tax-Optimized Investing

5. Goal-Based Planning Tools

6. Investment Education Resources

7. Socially Responsible Investing Options

8. Access to Alternative Investments (e.g., Crypto, Real Estate)

9. Other (Please specify)

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Question ^*

What is your biggest challenge when managing your investments today?

1. Lack of time for research and management

2. Difficulty understanding complex financial products

3. High fees associated with traditional advisors

4. Lack of personalized investment advice

5. Difficulty tracking portfolio performance

6. Other (Please specify)

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Question ^*

What is the most important factor you consider when choosing an investment platform?

1. Security and Trustworthiness

2. Low Fees/Commission

3. User-Friendliness and Ease of Use

4. Variety of Investment Options

5. Availability of Financial Advice/Tools

6. Performance Track Record

7. Other (Please specify)

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Question ^*

How comfortable are you with using technology to manage your finances?

1. Very Comfortable: I actively seek out tech solutions.

2. Comfortable: I'm open to using tech if it's easy to understand.

3. Neutral: I have mixed feelings about using tech for finances.

4. Uncomfortable: I prefer traditional methods.

5. Very Uncomfortable: I avoid using technology for financial management.

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Question ^*

What type of financial goals are most important to you currently? (Select up to 2)

1. Retirement Planning

2. Saving for a Down Payment

3. Investing for Long-Term Growth

4. Generating Passive Income

5. Paying Down Debt

6. Saving for Education

7. Other (Please specify)

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