The self-check
Seven questions, one honest read
Beyond the self-check
What the full Health Check adds
The self-check tells you which state you are in. The full Health Check, run with a trade specialist, tells you what it costs and what to fix first.
Your workflow, walked end to end
A trade specialist maps your actual deal, fund, and settlement process onto the five-stage lifecycle and marks where records drift apart.
Real numbers, not directional ones
Where this self-check gives you a state, the full Health Check quantifies it — from your own deals, funds, and deduction history.
Both sides of the relationship
The findings are framed bilaterally: what your partners see, what you see, and where the two versions disagree.
Get the real numbers
Book the full Health Check: your workflow, your data, and an honest account of where the margin leaks.