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Walter Capital Consultants

Thank you for taking the time to fill out our questionnaire. Our aim is to gather information that will help us better tailor our future products and services to the specific needs of independent & boutique Asset Managers. 

If you would like to know more about Walter Capital Consultants please check out our website:
www.waltercap.com 

How many employees in your firm who have functional roles?
What is your firm AUM approximately in USD?
Asset Classes
Choose All Asset Classes that you advise or invest in. 
Current Software Stack
Which Functions do you currently purchase software to manage? 
In-House Backoffice Operations
What Functions do you currently perform In-house? 
Please list all functions for which your main tool is Excel 
Please can you describe the most prominent technology pain point you currently have and which you would tackle at the next opportunity.

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