Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that ...

On-site selling, online buying, and production—finally unified into one platform purpose-built for roofing and home ...

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 ...

The financial services industry is undergoing a dramatic transformation, compelling financial advisors to rethink how they manage client relationships, integrate technology, and deliver value. At the ...

Papa Johns announced it has selected PAR POS and PAR OPS from PAR Technology Corporation to anchor its next-generation U.S. in-restaurant technology stack. The strategic partnership is a major ...

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 ...

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 ...

More AI integration — but with better governance — and slimmer tech stacks are top of mind for experts in accounting ...

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 ...

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 ...

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 ...