Build your own tech stack one step at a time

Posted: {{contentManager.articlePostedDate}}

While the prospect of starting a new firm may be daunting, setting up your technology may be easier than it seems. An iterative, requirements-based approach allows new firms to hit the ground running and adapt as they go.

Download the full paper:

Key Insights

  • Don't let tech hold you back: A simplified approach eases concerns that can otherwise keep advisors from following their preference to start their own firm.
  • Capabilities to prioritize across three phases: We've provided a high-level plan that shows which solutions a new firm needs, as well as when they need them.
  • Qualities and features to look for: Certain screening criteria can help advisors to select individual solutions that work well with this approach.
Related Insights

There was an issue with your input


Please confirm