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 ...

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 ...

Being a CDIO isn’t just about tech anymore. It’s about building the right platforms, growing bridge-builder talent and telling a story people actually believe.

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 ...

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 ...

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 ...