Building a scalable tech stack for a growing RIA can be a challenge. The breadth and depth of applications available for financial advisors has exploded over the past few years. The choices can be overwhelming. This webinar will walk you through five common pitfalls that most RIAs run into when building their tech stack and provide advice on how to select the right software for your firm that will be able to support future growth and deliver a superior advisor and client experience.

Topics will include:

  1. Buying the wrong software
  2. Ignoring workflow automation
  3. Skipping annual tech stack reviews
  4. Avoiding process documentation
  5. Forgetting application integrations

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by





Craig Iskowitz

CEO and Founder

Ezra Group


Brandon Roth

Senior Product Marketing Manager


David Lenok – Host

Senior Wealth Planning Editor



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By skumar

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