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Free assessment tool
A 25-question, self-scored assessment covering the nine areas that determine whether a firm can use AI safely in advisor-facing workflows: data readiness, advisor workflow readiness, investor context, suitability controls, human oversight, AI governance, evidence and auditability, integration readiness, and security.
No login. No email. No portfolio or account data. Everything is calculated in your browser, and you can copy, download, or print your results.
0 of 25 answered. No login, no email, and no portfolio or account data required — this runs entirely in your browser.
Answer all 25 questions to see your score.
AI for financial advisors is moving quickly from experimentation toward everyday use in meeting prep, portfolio commentary, and client outreach. The firms that adopt it safely tend to share a few traits in common: clean, structured data; a defined advisor workflow that AI can plug into; investor context that's actually checked against proposed actions; and a human approval step that isn't skipped under time pressure. This assessment is built around those nine areas.
Each of the 25 questions is answered Yes (2 points), Partial (1 point), or No (0 points). Your overall score is the percentage of available points earned across all questions, mapped to one of five maturity levels. Dimension scores are calculated the same way, using only the questions in that dimension, so you can see exactly where your firm is strongest and where the biggest gaps are. This is a self-assessment framework, not an audit — it's designed to help a firm identify its own priorities, not to produce a third-party certification.
No. The assessment runs entirely in your browser. No login, no email, and no portfolio or account data is required or collected.
No. Your answers are calculated client-side in your browser and are not sent to or stored on any server.
Exploring, Foundational, Developing, Operational, and Advanced describe a firm's overall readiness to use AI safely in advisor-facing workflows, based on your score across all nine dimensions.
No. This is a self-assessment framework intended to help firms identify gaps. It is not a certification, audit, or regulatory approval of any kind.
NeuFin provides the investor-context and decision-assurance layer that supports several of these readiness dimensions directly.
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