🚀
🔥
Sep 17 (edited) • 💡 Real Tech Stacks
Guy Penn - Core Planning - $327mil 🔗
Connect with Guy:
The REAL Tech Stack: https://www.corepln.com/technology-systems
- Custodian: Altruist, Schwab
- Billing: AdvicePay, Altruist
- Database: Notion
- Data Gathering: Tally
- CRM: Wealthbox
- Email & Calendar: Outlook
- Financial Planning: RightCapital, Elements, eMoney, Asset-Map
- Investment Analytics: Portfolio Visualizer, Vanguard Portfolio Analytics
- Compliance: Hadrius
- Communication: Slack
- Document Management: Box
- Estate Planning: Wealth.com
- Tax Planning: Holistiplan
- Advice Engagement: FPPathfinder
- Branding: Canva
50+ advisors
1
0 comments
Guy Penn - Core Planning - $327mil 🔗
Leaderboard (30-day)
1
+6
2
+6
3
+3
4
+2
5
+2
Powered by