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

Today I'm pleased to share Emily's tech stack just as she crosses 8,000 followers on LinkedIn (see screenshot!) @Emily Rassam is here, so feel free to chat with her about any of these tools. https://www.linkedin.com/in/emilyjcasey/ https://archerim.com/ The REAL Tech Stack: Schwab - Custodian Wealthbox - CRM Jump - AI Notetaker Orion / GeoWealth - Portfolio Management Fynancial - Client Portal RightCapital - Financial Planning Monarch Money - Budgeting Sharefile - Document Uploads Orion / RightPay - Fee Billing MessageWatcher - Communications Archiving Nitrogen - Risk Tolerance / IPS generation Calendly - Scheduling

https://www.kitces.com/blog/stephanie-hughes-460-wiss-family-office-ultra-high-net-worth-clients-operational-system-service-growth/ Connect with Stephanie: https://www.linkedin.com/in/stephanie-hughes-4b606a1/ https://wiss.com/service/wealth-management-and-family-office/ The REAL Tech Stack: Fidelity - Custodian Redtail - CRM Orion - Portfolio Management Holistiplan - Tax Planning VRGL - Investment Proposals Sharefile - Document Workflows Microsoft CoPilot - AI Fathom - AI Notetaker

Connect with Mike: - @Mike Sherman - https://shermanws.com/ - https://www.linkedin.com/in/michaeljsherman1989/ The REAL Tech Stack: Schwab, T. Rowe Price, American Funds - Custodian Advyzon - CRM/Billing Nitrogen - Risk tolerance eMoney - Financial Planning Monarch Money - Budgeting (Love this tool) Fi360 - Investment Data / Analytics (I do alot of 401ks/Cash Balance Plans) Outlook/Onedrive - Email/Document Management Microsoft Teams - Team Communication AdvisorAssist - Compliance PreciseFP - Data Gathering fpPathfinder - Flowcharts

Post on LinkedIn https://open.spotify.com/episode/46Bw78sHOdtQyyel6mc7pA?si=RuMK96myRbKTsjm3YtYA5w&nd=1&dlsi=18fd55ae985e4af0 Connect with Guy: - https://www.linkedin.com/in/guypenn/ - https://www.corepln.com/ 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