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Feb 14 (edited) in Real Tech Stacks
Real tech stacks - 2/14/24
I regularly have conversations with advisors about the tech stack they're using, thought it might be useful to start publishing them (anonymously) for insight, discussion, and more!
CRM - Airtable
Financial Planning - Libretto
Custodian - Altruist
Document Management - Google Drive
Website - Elementor/Wordpress
Acct. Aggregation - Elements
Investment Research / Analytics - DFA
Meeting Scheduling - Calendly
Tax Planning - Holistiplan
Compliance - RegVerse
Risk Tolerance - Libretto
Data Gathering - Fillout
Non-AUM Billing - AdvicePay
Debt Optimizer - Sora Finance
Sales Enablement - Elements
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Real tech stacks - 2/14/24
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