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Jan 27 (edited) • 💡 Real Tech Stacks
Noah Behrman - Providence Capital - $
Podcast is here: https://podcasts.apple.com/us/podcast/the-software-you-need-to-start-your-own-firm/id1823705244?i=1000744808099
Connect with Noah:
- Providence Capital: https://www.providencefp.com/
The REAL Tech Stack:
- Custodian - Schwab / Altruist
- Hub/Financial Planning - RightCapital
- AI Assistant - Hazel by Altruist
- Portfolio Management/TAMP - Intelliflo
- Investment Data/Analytics - Kwanti
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Noah Behrman - Providence Capital - $
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