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Sep 17 (edited) • 💡 Real Tech Stacks
Guy Penn - Core Planning - $327mil 🔗
Connect with Guy:
The REAL Tech Stack: https://www.corepln.com/technology-systems
- Custodian: Altruist, Schwab
- Billing: AdvicePay, Altruist
- Database: Notion
- Data Gathering: Tally
- CRM: Wealthbox
- Email & Calendar: Outlook
- Financial Planning: RightCapital, Elements, eMoney, Asset-Map
- Investment Analytics: Portfolio Visualizer, Vanguard Portfolio Analytics
- Compliance: Hadrius
- Communication: Slack
- Document Management: Box
- Estate Planning: Wealth.com
- Tax Planning: Holistiplan
- Advice Engagement: FPPathfinder
- Branding: Canva
50+ advisors
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Guy Penn - Core Planning - $327mil 🔗
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