Mar 27 in Real Tech Stacks
Real tech stacks - 3/26/24
Just because a category exists doesn't mean you need a tool in it. :) Here's an example of a smaller tech stack:
Staff: 3
AUM: $13mil (majority of revenue comes from planning fees)
Custodians: Schwab
CRM: Redtail
Financial Planning: RightCapital
Portfolio Management/Reporting: TAMP uses Envestnet Tamarac, adding Orion
Document Management: Citrix ShareFile
Website: Wix
Investment Data/Analytics: RightCapital, TAMP
Scheduling: Calendly
Tax Planning: CFS TaxTools
Fee Billing: AdvicePay
Phone System: Google Voice
Password Management: LastPass
Archiving: XY Archive
Compliance/Cybersecurity: SmartRIA
Retirement Planning: Savvy Social Security
Risk Tolerance: PreciseFP
Data Gathering / Forms: PreciseFP
eSignature: Docusign
Advice Engagement: N/A (Don't use one)
Client Meeting Support: N/A (Don't use one)
SMS Texting: N/A (Don't use one)
Workflow Support: N/A (Don't use one)
Estate Planning: N/A (Don't use one)
Email Newsletter: N/A (Don't use one)
Digital Marketing: N/A (Don't use one)
Advisor Lead Gen: N/A (Don't use one)
Advisor Reviews: N/A (Don't use one)
Education Planning: N/A (Don't use one)
Liability Planning: N/A (Don't use one)
Healthcare/Medicare Planning: Other (Not Listed)
Behavioral Finance Assessment: N/A (Don't use one)
Prospecting: N/A (Don't use one)
Held-Away Assets: N/A (Don't use one)
Community: N/A (Don't use one)
Also, firm doesn't do marketing, new business comes from referrals...
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Real tech stacks - 3/26/24
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