Growing your firm's client base can be a wonderful thing, but it can also be accompanied by another, less optimal kind of growth: an ever-expanding tech stack. An overly large tech stack has some ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...

Modernizing the technology stack to meet the needs of today’s fast-paced business environment is becoming imperative. Legacy and outdated technologies are hampering flexibility and are becoming more ...

Cut the clutter and streamline your tech — this is the new catchphrase for security, productivity and long-term IT success. Simplify your tech stack to boost efficiency, reduce costs and enhance ...

When thinking about ecosystem enablement, I often get asked the same questions from enterprise clients: How do you leverage technology to enable, engage and empower partners? How do you streamline and ...

As convoluted as the DX space has been since its origins, the past two years have been unique thanks to generative AI. In the past decade, everything has changed in the technology marketing arena, and ...

There are literally hundreds of software vendors that an accounting firm can choose to provide solutions for its many needs, and they will all talk about how much any firm worth its salt absolutely ...

The start of a new year brings a fresh opportunity to take stock of what’s working and what’s not – especially when it comes to your legal tech stack. With technology playing a critical role in ...

New technologies are transforming how companies operate and scale in today’s fast-paced business landscape. In this in-depth, four-part podcast series – produced in partnership with Capital One – ...

Choose the right tools for your financial advisor tech stack Benefits of a strong financial advisor tech stack How to build an effective financial advisor tech stack Building an effective financial ...