🤔 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)

I am currently looking to connect with professionals or recruiting firms that specialize in hiring financial advisors, paraplanners, and staff for financial planning offices. We are seeking candidates to fill both local positions in our area as well as some remote opportunities. If anyone has recommendations for recruiting firms or individuals with expertise in this area, I would greatly appreciate your insights. Specifically, I am looking for referrals to companies, contact names, and phone numbers that could help facilitate these placements. Thank you Best regards, Brian Quaranta

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

RIA Operators, if you'd like a 2nd opinion on your advisortech stack, I'll be offering free AdvisorTech Assessments for the next month or so! Some things we'll go over: - gaps in tech - redundant tech - opportunities to try something new - what pain points do you have with your current advisortech? If you're interested, comment below or send me a DM. Excited to talk tech with you!

Anyone else curious what this is about?