Show Me Your Stack

Some of the most important decisions a firm will make revolve around tech choices; mistakes can be costly and onerous to undo. Here's how advisors at seven firms chose their tech stacks.

When Brandon Ross sought to build an independent firm from the ground up, he realized integrated tech would be key.

With a geographically spread-out workforce, Nate Byers of Calculated Wealth recognized the need to invest in defensive measures to keep client data safe.

Ryan Salah, of Capital Financial Partners, said his RIA recently decided to add tax planning software into the mix.

Paul Algreen, the executive managing director and chief technology officer at Cresset Capital in Chicago, took the opportunity to turn the firm's tech stack from a "blank slate" to the scaling juggernaut it is.

Gabriel Kaplan of Wealth Habits used to give his virtual assistant around 20 hours per month of work. AI tools in his tech stack have greatly reduced that amount.

Alvin Carlos, financial planner and managing partner at District Capital Management in Washington, D.C., uses Monday.com for CRM and financial planning.

A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.

Christopher Hensley, president and CEO of Houston First Financial Group, used the loss of his assistant as a chance to take a hard look at how the different pieces of his tech stack were talking to each other.

Grant Blindbury of FMB Wealth Management said staying away from well-worn client-facing financial planning solutions has helped his firm separate itself from the pack.