How does your platform compare with what an investment firm can run on today?
A short profile of the firm, then six sections of 4 questions. Submit them and you get your result: a level in each of six areas, the next step from where you are, and how the firm compares with other independent investment firms.
24 questions6 areasYour answers are saved to MoroSystems when you submit
The Investment Platform Maturity Model describes what a technologically optimal investment firm looks like: every role reads the same numbers, a new asset class is configuration rather than a project, routine work does not consume people, and compliance is evidenced as decisions are made. This assessment places your firm on that scale — in six areas, on five levels — and shows the distance to the standard and to comparable firms.
Five levels, from record-keeping to a platform that carries the strategy
Each area is scored on the same scale. The level describes how the firm works, not which product it runs.
Level 1
Fragmented
The system is a record-keeper. The firm runs on people and spreadsheets.
Level 2
Consolidated
One main system holds most of the book, but the edges are still manual.
Level 3
Integrated
One source of truth. Roles see the same data; systems talk to each other.
Level 4
Automated
Straight-through by default. People handle exceptions, not routine.
Level 5
Adaptive
The platform is a growth instrument: new products and models are configuration.
Six areas
4 questions each — 24 in total, answered about your firm as it works today.
D1
Data Foundation & Single Source of Truth
One set of numbers
D2
Architecture, Integration & Change Agility
New things are configuration, not projects
D3
Front-Office Enablement & Client Insight
The front office has everything, and knows who to call
D4
Operations & Automation
Straight-through by default; people work by exception
D5
Client Experience & Digital Channels
The client can serve themselves, in your brand
D6
Compliance, Risk & Control
Compliance by design, not by reconstruction
What you get at the end
01Where you standA level in each of the six areas, and one overall score on the 1–5 scale.
02How far the standard isThe distance from level 5 — the definition of a technologically optimal firm that this model measures against — and what the next step would mean in practice.
03How you compareYour profile against a peer benchmark of independent investment firms, and a ranking of where to act first.
24 questions · 6 areas
Answer for today, not for the plan. "Today" means what is live in production.
If two options both feel true, pick the lower one. The result is only useful if it is honest.
Answer for the majority of the book, not for the best-run corner of it.
In this assessment, "front office" means advisors, relationship managers and portfolio managers: whoever carries the client relationship or manages the portfolio.
Step 1 of 7
About your firm
Not scored. It lets us compare you with firms of a similar size and model, and tells us who we would be talking to.
How we use your answers.We use your answers to calculate your result and e-mail it to you. Anonymised answers, never shown per firm, help build our peer benchmark.
Does anyone at your firm carry individual client relationships?
Someone in the front office — a person a client would name as their person at your firm. You told us you have no front-office staff, so this section may not apply. If it does not, skip it: the result will then cover five areas instead of six, and will say so.
Step 5 of 7 · Section 4 of 6
Operations & Automation
Step 6 of 7 · Section 5 of 6
Client Experience & Digital Channels
Step 7 of 7 · Section 6 of 6
Compliance, Risk & Control
When you submit, your answers are saved to MoroSystems.That means the firm profile on the first step — including your name and e-mail — and your 24 answers. Nothing else, and nothing from your device. We use them to prepare your comparison, to send you the result, and to improve the benchmark other firms are measured against.How we handle your data(in English)
Your result
Result
—/5
Compared with other firms
Your score in each area against the peer benchmark. The standard — level 5, the definition this assessment measures against — is the outer edge of the radar and the right-hand end of each bar.
Your scorePeer benchmarkOuter edge = the standard, 5.00
1 · Fragmented3 · Integrated5 · Adaptive
Where to act first
Ranked by how far each area is from the standard, with additional weight where the area also sits behind the benchmark. The two highest-ranked areas are marked.
#
Area
Score
Level
To standard
Vs. benchmark
Priority
priority = (5.00 − score) + 0.5 × (amount behind the benchmark, if behind) The formula is stated so the ranking can be argued with.
Area by area
Where the firm sits, and what the next step would actually mean there.
About the benchmark. The peer values are MoroSystems' provisional estimate of where independent investment firms in the DACH region sit today — a considered starting position, not measured data. They will be replaced by observed medians once enough firms have completed the assessment.
