Link to comment on LinkedIn 💡Compare to The Ultimate Stack - Column W Connect with Adam: - LinkedIn - Saubel Financial Group: https://www.saubelfinancialgroup.com/ The REAL Tech Stack: - Email/Calendar - Microsoft - Video Meetings - Teams - Phone/texting - CurrentClient - Scheduling - Calendly - CRM - Wealthbox - Email Newsletter - FMG - Custodian - Altruist - AI / Tax planning - Hazel - Financial Planning - RightCapital - Archiving - MirrorWeb - RTQ/Proposals - Nitrogen - Accounting - Quickbooks Online

Write-up on Substack here. @Cornelius Graubner suggested I put together pricing info for the full stack of recommendations... which leads me to be frustrated at how many tools there are :) I'd love your feedback as I build this out! You can comment on any cell in the google sheet: https://docs.google.com/spreadsheets/d/15tkleI7a95u-8jk1DPtc324yEmILI8j-QrntVXfn8n8/edit?usp=sharing

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