Frontier Securities

We're Listening

Frontier's future is being shaped by the people who use it every day — you. This short survey is how we understand what matters to reps and where to invest next so the platform goes in a direction you're genuinely happy with.

Name and email are required so we can follow up personally if needed.

Section 1 of 5

About your practice

Helps us segment the data — not used to identify you.

1

What kind of business do you primarily do at Frontier? (Select all that apply)*

2

Typical transaction size you work on

3

Transactions closed per year (typical)

4

How long have you been affiliated with Frontier?

5

How is your practice structured?

Section 2 of 5

How Frontier serves you today

Rate the platform as it stands today.

6

Rate how well Frontier currently delivers in each area

1 = poor, 5 = excellent

Compliance & supervision
Licensing & registration support
Payroll & commission processing
Technology & systems (CRM, deal room, etc.)
Marketing & brand support
Legal & documentation
Day-to-day responsiveness
Culture & partnership feel

1 = poor, 5 = excellent

7

How likely are you to recommend Frontier to another capital raiser or M&A advisor?

Not at all likelyExtremely likely
8

What's the single biggest source of friction or frustration in working with Frontier today?

Section 3 of 5

What matters going forward

Help us prioritize where to invest in OPTIONAL value-added services.

9

When choosing or staying with a broker-dealer, which factors matter most to you? (Select all that apply)

10

How important is it that the platform offer OPTIONAL value-added services beyond core BD/compliance?

11

If we could fund THREE optional services, which would move the needle most for your practice? (Pick up to 3)

Selected 0 of 3

Section 4 of 5

In your own words

The most useful section. Be as candid as you'd like — responses are anonymous.

12

What is the single most valuable thing Frontier does for you today?

13

What is the ONE thing we must not change about Frontier?

14

Is there a live deal or workflow where Frontier could help you THIS QUARTER — capital, an introduction, diligence support, or anything else?

Even a one-line note here is gold. We'll follow up only if you provide contact info below.

Section 5 of 5

Your contact information

Required so we can follow up on your responses if needed. Individual responses remain confidential.

By submitting, you confirm responses may be aggregated and shared with Frontier leadership. Individual responses remain confidential.