01
Technology Strategic Roadmap
Assess the current environment and set out a prioritized three-year technology roadmap aligned with the firm's business objectives.
Stack Forward
Simplify technology. Accelerate growth.
For established and growing RIAs whose technology has become more complex, more consequential and harder to own.
The challenge
Everyone owns part of it. Few own the whole.
As firms grow, the number of systems, integrations, vendors and security expectations grows with them. Responsibility becomes spread across operations, compliance, IT providers and vendors.
Stack Forward brings an executive view across the whole environment.
Service areas
Leadership across the technology environment.
02
Cybersecurity & Regulatory Readiness
Evaluate the firm's security program and technology controls in light of the firm's risk and regulatory expectations, and set priorities to strengthen them.
03
AI Strategy & Readiness
Find where AI can create meaningful value, what must be in place first, and a practical approach to adoption and governance.
04
Technology & Vendor Optimization
Review platforms, contracts and how they are used. Reduce overlap, get more from existing investments and simplify the environment.
05
Implementation Leadership
Lead major initiatives from planning through adoption. Coordinate vendors, specialists and internal teams, with deep technical execution done by qualified specialists where appropriate.
06
Strategic Technology Advisory
Ongoing executive technology leadership, including fractional CTO support, across priorities, investments and key decisions.
Additional capabilities
M&A technology due diligence · Integration planning · Workflow optimization
How Stack works
Good advice still has to become action.
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.
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