🤔 Advisors & Operators: If you were building a tech stack from scratch and money was no issue, what would you choose? ▶️ Think: scalable, HNW Here are some common categories to get you started: - Custodian - CRM - Portfolio Management / Performance Reporting - Financial Planning - Document Management - Investment Data / Analytics - Fee Billing - Compliance - Communications Archiving - Risk Tolerance - Data Gathering - Scheduling - Retirement Planning - Tax Planning - Estate Planning - Healthcare / Medicare Planning - Insurance Planning - Liability Planning - Charitable Planning - Advice Engagement - Proposal Generation - Voice / Texting - Cybersecurity - Held-Away Assets - Identify Theft - Note-Taking - Email Newsletter - Prospecting - Lead Generation - Video Meetings - Team Communication - Email Hosting - Email Overlay - eSignature - Firm Valuation / Benchmarking (feel free to copy this list and post your picks in the comments below)

We're a State registered RIA and I am not overly please with our current compliance firm as they have been tremendously slow to deliver my mock audit report. I was audited by the regulators and passed with flying colors without the support of the compliance firm. Per the State I had everything I needed. I am really looking for someone I can outsource my annual ADV filings, updates, someone I can call to ask questions, etc. I don't need a CCO or monthly compliance support subscription. I appreciate any recommendations.

Not the results, I know... I was amped about diving into them. But this is the step before the results, where you take the survey about the tech you're using in your firm. Email from Bob: "Good afternoon. Once again, Joel Bruckenstein and I are conducting our technology survey, asking what programs and services you’re using in the fintech universe, and what you think of them. We’re hoping to get 5,000 responses this year. You’re invited to participate on behalf of your firm. Here’s the link: https://www.surveymonkey.com/r/ZXZWH6L As always, the results and writeup will be made available for free to all respondents and the community at large. We think it’s a great resource; we actually think taking the survey provides an education into what’s new and what’s out there these days—including some of the new AI applications. Best, Bob Veres Inside Information http://www.bobveres.com "

Hi all - we're looking for a financial planning software that offers a free demo prior to purchase. Any suggestions?

Automatically organize your summary notes, create tasks to sync to your CRM, this is worth checking out!