Governance and discretion
Whether the firm has clear rules for AI-supported work, human decision rights, sensitive information, and reputational control.
Diagnostic
AI-Native Wealth Firm Assessment
Choose the free diagnostic for an instant directional view, or purchase the private certification assessment for a deeper, reviewable signal of AI-native operating readiness.
Free Assessment
10 min
Get an instant readiness score across follow-through, visibility, rhythm, governance, and team enablement.
- 30 questions completed in the browser
- Instant score band and quiet-risk preview
- Directional time, money, and efficiency glimpse
Wealth Firm AI-Native Standard
Validate the operating habits that make AI useful in high-trust relationship work.
The 1M Agentry assessment does not test tool trivia. It tests whether a wealth firm has the governance, visibility, rhythm, and team discipline needed to use AI without diluting judgment or discretion.
Relationship follow-through
Whether important client and prospect moments reliably move from conversation to owner, next step, deadline, and completion.
Partner visibility
Whether leaders can see relationship movement, open commitments, and quiet risk without asking someone to assemble a manual update.
Free readiness predictor
30 questions, about 10 minutes.
A browser-based diagnostic that shows where the firm is strong, where quiet risk may exist, and whether a deeper review is worth leadership time.
Professional certification
60 questions, timed for 30 minutes.
A comprehensive certification path for firms that want a stronger, reviewable signal of AI-native operating readiness.
What You Get
A practical signal leadership can act on.
Results are framed around operating decisions, not generic AI enthusiasm: what to govern, what to train, what to redesign, and where senior attention should go next.
AI-native readiness score interpreted for wealth and private capital work
Domain-by-domain breakdown across governance, rhythm, visibility, follow-through, and enablement
Operating implications for time, money, efficiency, discretion, and client experience
Recommended next step for private review, roadmap, workflow redesign, or certification path