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Nov 4 (edited) • 💡 Real Tech Stacks
Emily Rassam - Archer Investment Management - $360mil
Today I'm pleased to share Emily's tech stack just as she crosses 8,000 followers on LinkedIn (see screenshot!)
is here, so feel free to chat with her about any of these tools.
The REAL Tech Stack:
Schwab - Custodian
Wealthbox - CRM
Jump - AI Notetaker
Fynancial - Client Portal
RightCapital - Financial Planning
Monarch Money - Budgeting
Sharefile - Document Uploads
MessageWatcher - Communications Archiving
Nitrogen - Risk Tolerance / IPS generation
Calendly - Scheduling
Jotform - Data Gathering
Wealth.com - Estate Planning
Move Health - Health Insurance Planning
Holistiplan - Property & Casualty Insurance Planning
Sora Financial - Liability Planning
College Aid Pro - Education Planning
StockOpter - Equity Compensation
Knomee - Behavioral Finance
Zilculator - Rental Real Estate Analysis
MyRepChat - Texting
Wealthtender - Lead Gen
Zoom - Video Meetings
Microsoft Teams - Team Communication
Microsoft CoPilot - AI
Holy smokes, that's a lot!
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10 comments
Emily Rassam - Archer Investment Management - $360mil
Leaderboard (30-day)
1
+14
2
+7
3
+5
4
+4
5
+3
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