Podcast is here: https://podcasts.apple.com/us/podcast/the-software-you-need-to-start-your-own-firm/id1823705244?i=1000744808099 Connect with Noah: - LinkedIn: https://www.linkedin.com/in/noah-behrman-51a693106/ - 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

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 - Scheduling: Calendly - Data Gathering: JotForm - Financial Planning: RightCapital - Tax Planning: Holistiplan - Estate Planning: EncorEstate - Investment Analytics: YCharts - Risk Tolerance: Riskalyze - Billing: AdvicePay

https://www.rootfinancial.com/ https://www.linkedin.com/company/rootfinancial/ Full write-up on Substack here. The REAL Tech Stack: Hubspot - CRM Monday.com - Work Operating System Google - Email and Calendar Box - Document Management Schwab, Altruist - Custodian Vise - Portfolio Management RightCapital - Financial Planning Holistiplan - Tax Planning Vanilla - Estate Planning Greenboard - Compliance Ashby - Applicant Tracking System Rippling - PEO/Payroll YouTube - LeadGen Skool - The Root Collective community

Today I'm pleased to share Emily's tech stack just as she crosses 8,000 followers on LinkedIn (see screenshot!) @Emily Rassam is here, so feel free to chat with her about any of these tools. https://www.linkedin.com/in/emilyjcasey/ https://archerim.com/ The REAL Tech Stack: Schwab - Custodian Wealthbox - CRM Jump - AI Notetaker Orion / GeoWealth - Portfolio Management Fynancial - Client Portal RightCapital - Financial Planning Monarch Money - Budgeting Sharefile - Document Uploads Orion / RightPay - Fee Billing MessageWatcher - Communications Archiving Nitrogen - Risk Tolerance / IPS generation Calendly - Scheduling

https://www.kitces.com/blog/stephanie-hughes-460-wiss-family-office-ultra-high-net-worth-clients-operational-system-service-growth/ Connect with Stephanie: https://www.linkedin.com/in/stephanie-hughes-4b606a1/ https://wiss.com/service/wealth-management-and-family-office/ 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