Firm leaders know that their tech stacks can be more than just overhead or infrastructure — they can be key strategic assets in the firm's overall mission, driving efficiency and growth in ways that ...

Anders Jones, CEO and co-founder of Facet. While today, Anders Jones is the CEO and co-founder of Facet, a flat-fee RIA with around $4 billion in assets under management, he didn't start in the wealth ...

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 ...

Every other week for more than six months, we've been bringing you Show Me Your Stack, a series in which financial professionals tell us about the tools they rely on — as well as those they've ...

It’s not just what software you use—it’s how it all works together. In today’s M&A market, your tech decisions are capital decisions. And yes, that Salesforce subscription you barely log into might ...

Every day accountants hear of software products touted as essential — even indispensable — for any well-run accounting firm, and to not adopt them is to risk being left in the dust of all those who do ...

Making Tax Digital for Income Tax (MTD IT) is approaching fast, meaning it’s more important than ever for accountants and bookkeepers ...

From chat platforms and email to intranets and mobile apps, today’s workplace tools offer endless ways to connect. However, without clarity and structure, they can just as easily overwhelm employees.