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

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 ...

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 ...

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 ...

The need for an effective HR Tech Stack in higher education has never been more critical. With more families looking at college costs, having a great staff can make a huge difference. Institutions of ...

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 ...

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 ...

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 ...

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 ...