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Oct 26 (edited) • 💡 Real Tech Stacks
Stephanie Hughes - Wiss Family Office - $1.1bil
Connect with Stephanie:
The REAL Tech Stack:
Fidelity - Custodian
Redtail - CRM
Orion - Portfolio Management
Holistiplan - Tax Planning
VRGL - Investment Proposals
Sharefile - Document Workflows
Microsoft CoPilot - AI
Fathom - AI Notetaker
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Stephanie Hughes - Wiss Family Office - $1.1bil
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