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Joeย Moss
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23d (edited) โข
๐ก Real Tech Stacks
James Canole & Ari Taublieb - Root Financial - $2bil
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
Root University - for internal training
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James Canole & Ari Taublieb - Root Financial - $2bil
AdvisorTechBook ๐ฅ
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