18d (edited) • 💡 Real Tech Stacks
Mark Cecchini - Quadrant Capital - $2bil
Connect with Mark:
The REAL Tech Stack:
- Custodians: Fidelity, Schwab
- CRM: Practifi
- Portfolio Management: Addepar
- Financial Planning: eMoney, MoneyGuidePro
- Tax Planning: Holistiplan
- Held-Away Accounts: Pontera
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Mark Cecchini - Quadrant Capital - $2bil
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