building an advisortech stack from scratch...

Joe Moss

Nov 21 in AdvisorTech

🤔 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)

7 comments

RIA Operators

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