As businesses navigate economic uncertainty, leaders need their teams to be empowered to spend more time on work that matters. This means ensuring that their time is spent on the most strategic and ...

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 ...

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

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 ...

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 ...

Firm leaders know that their tech stacks can be more than just overhead or infrastructure — they can be key strategic assets in the firm's overall mission, driving efficiency and growth in ways that ...

When we set out to conduct our latest software adoption study at Answering Service Care, we weren’t just looking to compare platforms. We wanted to answer a more revealing question: What does your ...

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 ...

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 ...

We’re two father-son teams. Lowell (Weiss) and I have our knowledge of the current technology ecosystem. We also know where our dads thrive and where they sometimes have trouble—similar to how some of ...