Connect with Mike: - @Mike Sherman - https://shermanws.com/ - https://www.linkedin.com/in/michaeljsherman1989/ The REAL Tech Stack: Schwab, T. Rowe Price, American Funds - Custodian 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) Outlook/Onedrive - Email/Document Management Microsoft Teams - Team Communication AdvisorAssist - Compliance PreciseFP - Data Gathering fpPathfinder - Flowcharts

Post on LinkedIn https://open.spotify.com/episode/46Bw78sHOdtQyyel6mc7pA?si=RuMK96myRbKTsjm3YtYA5w&nd=1&dlsi=18fd55ae985e4af0 Connect with Guy: - https://www.linkedin.com/in/guypenn/ - https://www.corepln.com/ 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

https://podcasts.apple.com/us/podcast/from-startup-wealth-tech-to-holistic-planning/id1823931685?i=1000725461705 Connect with Mark: https://www.linkedin.com/in/markcecchini/ https://quadcapco.com/ The REAL Tech Stack: - Custodians: Fidelity, Schwab - CRM: Practifi - Portfolio Management: Addepar - Financial Planning: eMoney, MoneyGuidePro - Tax Planning: Holistiplan - Held-Away Accounts: Pontera

Post on LinkedIn Figured this would be a great podcast to add here! 28:18 The Real Tech Stack CRM: Salesforce Portfolio Management: Orion Custodians: Fidelity, Schwab, Altruist Proposals: VRGL Estate Planning: Wealth.com Data Integration: Dispatch Video Conferencing: Zoom --- Episode 108: On this week’s episode of Next Mile, I speak with Michael Batnick, Managing Partner at Ritholtz Wealth Management, where he helps shape one of the most influential RIAs in the country while also co-hosting popular podcasts like Animal Spirits

https://podcasts.apple.com/us/podcast/scaling-team-operations-and-ai-integration/id1823931685?i=1000722661638 Connect with Chelsea: - LinkedIn: https://www.linkedin.com/in/chelsea-ransom-cooper-cfp-6b198346/ - Zenith Wealth Partners: https://zenithwealth.partners/ The REAL Tech Stack: - Custodians: Schwab, Altruist - CRM: Wealthbox - Workflows: Hubly - AI Notetaker: Zocks - Financial Planning: RightCapital - Tax Planning: Holistiplan - Estate Planning: EncorEstate - Investment Analytics: YCharts - Risk Tolerance: Riskalyze - Billing: AdvicePay