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

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 ...

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 ...

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 ...

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 ...

With a wide range of AIOps solutions on the market, a tech partner can help teams find one that’s rightsized for their needs.

I’ve been in the space almost 40 years and have worked at some major organizations. We always had huge technology companies. But my own experience was that we never truly gave the advisors the tools ...

Alexandra Vidyuk is CEO & General Partner at Beyond Earth Ventures. Beyond Earth Ventures invests in space and deep tech companies. When we think about the commercial internet, we tend to recall the ...