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 ...

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 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 ...

In this custom episode in partnership with Capital One, you will hear how your company can build a tech stack that serves as the foundation for building innovative customer experiences at scale.