Navigating the wealthtech trends reshaping financial advice.
The WealthStack Podcast: The Myth of the Perfect Tech Stack with Adrian JohnstoneThe WealthStack Podcast: The Myth of the Perfect Tech Stack with Adrian Johnstone
Unveiling the dynamics between customization and universal solutions.
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Is the perfect tech stack a unicorn…does it even exist? The battle between all-in-one versus best-of-breed wages on. But, Practifi, a performance optimization platform, is on a mission to help wealth management firms create the perfect tech stack. Can a firm get an idealized tech stack for their needs? Absolutely. Would it be perfect for the next firm? Almost certainly not. There is an importance of setting up a tech stack to mirror and support how advisors want to spend their time, which is why it’s so critical for technology to be flexible.
In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Adrian Johnstone, CEO of Practifi, about why the “perfect” tech stack will depend on a firm’s unique needs and priorities.
Shannon and Adrian discuss:
Why tech adoption still remains a challenge for many advisors
The role of tech in improving client experience
What he has learned from the Australian and U.S. wealthtech markets
What’s on the roadmap for Practifi
Connect with Shannon Rosic:
Connect with Adrian Johnstone:
About Our Guest:
Adrian has over 20 years experience helping advice businesses of all sizes leverage technology for growth.
A regular presenter at industry events in Australia and United States, Adrian offers deep insight into the technology needs of advisors. Adrian owns Practifi’s go-to-market strategy and direction globally.
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