Jul '23 (edited) in AdvisorTech
Tech Stack Overlays
I've come across a few "tech stack overlays" recently and wanted to start building a knowledge base around them.
From my understanding, using APIs, they feed data from your CRM, Financial Planning, Billing, Research, etc tools into one unified dashboard/database and then use that platform to create an advisor portal / client portal. It doesn't take the place of the underlying tools, but compiles their data into useful ways.
Some of them are:
We'll be setting up a demo of AdvizorStack in the near future. What questions do you have about these solutions?
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Tech Stack Overlays
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