Worksheet

Platform gap worksheet

A two-column sheet listing the tasks your current platform handles and the tasks still done in Excel, notebooks or chat. Add how often each manual task happens. A long right-hand column points toward a custom layer.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “Ready Wealth Platform or Custom Software: How Advisers Should Choose”, www.gullysystem.com/blog/ready-wealth-platform-or-custom-software-for-advisers