Activity
Mon
Wed
Fri
Sun
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
What is this?
Less
More

Owned by Ryan

RG
Ryan's Group

1 member • Free

Memberships

AdvisorTechBook LIVE 🎙️

138 members • $99/month

Systems to Scale August 2025

169 members • Free

1 contribution to AdvisorTechBook LIVE 🎙️
need feedback - The Ultimate AdvisorTech Stack for 2026
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
1 like • Mar 12
Great list. Your findings seem to be spot on. I tell most advisors to expect $1k/mo per user. I still think the stack has too many logins. I am actively working to reduce and simplify. Funny enough, I've been having a bit of a revelation. Advisors want all the information because we are analysts at heart, wanting to use data to help others with their decisions. But clients want something that is simple and actionable. I am having to learn how to distinguish noise vs signal, both in my stack and in my client outputs. I've been playing with Hazel "tax mode" and been very impressed. You can actually have it create planning outputs that are not tax related. This has been instrumental in building one-page adds that are client specific that go well with the Elements dashboard/one-page plan. I could see this working well with Kerdora.
1-1 of 1
Ryan Pledger
1
4points to level up
@ryan-pledger-4846
Certified Kingdom Advisor® | Husband | Father of 2 | Helping Christians align biblical values with financial stewardship.

Active 3d ago
Joined Mar 3, 2026
Missouri City, TX
Powered by