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Sep 27 (edited) • 💡 Real Tech Stacks
Michael Sherman - Sherman Wealth Solutions - $26mil
Connect with Mike:
The REAL Tech Stack:
Advyzon - CRM/Billing
Nitrogen - Risk tolerance
eMoney - Financial Planning
Monarch Money - Budgeting (Love this tool)
Fi360 - Investment Data / Analytics (I do alot of 401ks/Cash Balance Plans)
Microsoft Teams - Team Communication
AdvisorAssist - Compliance
PreciseFP - Data Gathering
fpPathfinder - Flowcharts
Proconnect - Tax Compliance
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Michael Sherman - Sherman Wealth Solutions - $26mil
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