What factors do you consider when choosing advisortech? - price - ease of use - integrations - UI - what else? Each chapter will cover a category of tech and my #1 choice, but I'd like some uniformity about what is covered in each one.

- Workflows in progress and completed by household - Meetings scheduled dashboard including a report of clients that haven't had a meeting scheduled - Tasks completed by team member - tracking productivity - Weekly tasks completed

To get started with this project, I am looking for a few actual examples of a tech stack a firm is using and the prices they are paying - a solo firm, a 8-12 person firm, and a larger 30-50 person firm (or anything in between). Would you consider helping me with this project and potentially being one of the first firms to benefit when we launch? Specifically what I'm looking for is a list of the tools in your tech stack with the monthly/annual price that you're currently paying. It can be just advisor specific tools, or can include all your tech including Microsoft, etc. I would be very grateful for your help with this. DM me or comment below with any questions!