Powered by SmartPros, Kaplan's ACQ system is a robust, client-data driven platform that stays up-to-date with data feeds from your system. Advisors/reps can easily access and complete ACQ surveys from a link on any web page or email. Managers then access survey results on a group/region or individual basis, with drill-down report filters that can identify potential risks or trends. Using our proven templates, administrators can edit individual ACQ questions or work with SmartPros to create new modules pertinent to their firm’s business practices.
The ACQ system supports 20 question formats, including: