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Request for Information Form

tru Independence provides RIA's with the support to be entrepreneurs without the hassle of all the paperwork and logistics. If you are looking to partner with a professional, valued guide, please fill out the information below. We are looking forward to learning more about your business, philosophies, and what vision you have for the future.

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Business Profile

(assumption is 1 device per person unless otherwise noted)

Business Metrics

Billing

Frequency*

Current Vendors & Technology

Name of System
# of Users
Annual Cost
Name of Software
# of Users
Annual Cost
Name of Software
# of Users
Annual Cost
Name of Software
# of Users
Annual Cost
Name of Software
# of Users
Annual Cost
Name of Software
# of Users
Annual Cost
Name of Software
# of Users
Annual Cost
Name of Vendor
# of Users
Annual Cost
Name of Vendor/Software
# of Users
Annual Cost
Name of Vendor
# of Users
Annual Cost
Name of Vendor
# of Users
Annual Cost
Name of Vendor
# of Users
Annual Cost
Please list category, name of software/vendor, # of users, & annual cost

Insurance/Payroll (If Applicable)

Name of Vendor
Annual Cost
Name of Vendor
Annual Cost
Name of Vendor
Annual Cost
Name of Vendor
Annual Cost
Name of Vendor
Annual Cost
Name of Vendor
Annual Cost