When we were launching this firm, we wanted to identify an initial platform acquisition, or operating firm, that out of the gate was aligned with our service offering and had bones that we could build ...

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 Legacy and outdated technologies are hampering flexibility and are becoming more ...

Capital One harnessed the power of the cloud years ago, to build resilient, flexible and scalable solutions for its business. This decision is one of several that enables the business to manage high ...

With AI's accelerated presence in wealthtech over the last few years, building a modern, effective and sustainable tech stack can feel overwhelming for advisory firms. But that doesn't have to be the ...

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 ...

When we set out to conduct our latest software adoption study at Answering Service Care, we weren’t just looking to compare platforms. We wanted to answer a more revealing question: What does your ...

The healthcare industry generates about 30% of the world’s data. However, historically this data has been locked in silos and healthcare organizations have failed to generate real-time operational and ...

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 ...

Software failures are inevitable. But they should never become disasters that wreak nationwide havoc. Whether a failure escalates into a major disruption or is immediately identified, diagnosed and ...

A minimum viable tech stack does not mean a bad tech stack, and it certainly doesn't mean that it can't be leveraged strategically. An accounting firm running a bare bones operation with only that ...

After years of cobbling together disparate systems, restaurants are rethinking their technology and learning that multiple vendors may not be a good thing. Restaurants began jumping into the digital ...