Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that ...

With AI's accelerated presence in wealthtech over the last few years, building a modern, effective and sustainable tech stack can feel overwhelming for advisory firms. But that doesn't have to be the ...

Choose the right tools for your financial advisor tech stack Benefits of a strong financial advisor tech stack How to build an effective financial advisor tech stack Building an effective financial ...

A good audit takes stock of your current software, your workflows, and your goals, shining a light on the blind spots. Every contractor understands the importance of having a full, robust set of tools ...

It’s not just what software you use—it’s how it all works together. In today’s M&A market, your tech decisions are capital decisions. And yes, that Salesforce subscription you barely log into might ...

A minimum viable tech stack does not mean a bad tech stack, and it certainly doesn't mean that it can't be leveraged strategically. An accounting firm running a bare bones operation with only that ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Follow Alistair Barr Every time Alistair publishes a story, you’ll get an alert straight to your inbox ...

As part of Microsoft’s Ignite conference, Stack Overflow on Tuesday revealed a new set of products that aims to position it as a valuable part of the enterprise AI stack. This new version of the ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...