Services
Stack helps firms assess, plan, implement and govern technology at every stage of growth.
Three ways to work with Stack
01
For new RIAs and breakaways.
Launching a firm means making many lasting technology decisions in a short time. Stack helps advisors plan the move. At launch, Stack leads and coordinates implementation through operational readiness and handoff.
02
For established and growing RIAs.
As firms grow, technology becomes harder to own. Stack provides executive technology leadership across strategy, cybersecurity, AI, vendors and implementation.
03
For wealth technology companies.
Advisory firms judge technology by how it fits their operations, not by its features alone. Stack brings a perspective from both sides of the table.
How Stack works
Stack stays involved after the roadmap is delivered or the decision is made. Implementation leadership is a core part of the work: planning the work, coordinating vendors and specialists, managing escalations and keeping progress aligned with the strategy.
Stack leads and coordinates the work. Qualified specialists carry out deep technical work and ongoing administration where appropriate. We are not an MSP or help desk.
In RIA engagements, Stack represents the firm's interests. We don't resell software or accept referral compensation for platform recommendations.
Stack also advises wealth technology companies. Relevant relationships are disclosed to RIA clients, and potential conflicts are evaluated and managed.