Jeff Bernier, president of $200 million AUM TandemGrowth Financial Advisors, says his team squeezes all the productivity possible from a selectively chosen tech stack.
Migrating to modern cloud-based services is helping CIO Laura Hubbell not only serve clients better but scale the business at $7.4 billion AUM SignatureFD.
AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.
Gregory Gardner relies in large measure on technologies from Orion Advisor Solutions to run and manage his $85 million in AUM RIA, but has gone a different route with some of his tech.
Ron Chandler, president of Summit Investment Management, provides an honest assessment of the technology tools used by the $75-million-AUM firm to work with clients and drive business.