Stack Foundation

Build your independent RIA on a solid technology foundation.

For advisors considering independence and new firms preparing to launch.

The challenge

The early decisions last the longest.

Going independent means choosing custodial relationships, portfolio platforms, CRM, data, security and client experience, often all at once and on a tight timeline.

Those early choices shape costs, operations and the client experience for years.

Stack Foundation helps advisors understand the technology picture before committing, then leads the launch once they do.

Engagements

Two engagements, two moments in the decision.

Stack Foundation Blueprint

For advisors evaluating independence who have not yet committed.

A fixed-fee planning and feasibility engagement that shows what the technology of an independent firm would involve, before any decision to move. It stands on its own. There is no obligation to continue into a launch.

Technology feasibility assessment
Preliminary technology architecture
Platform recommendations
Startup technology budget
Recurring operating expenses and three-year outlook
Implementation timeline
Critical pre-launch decisions

Stack Foundation Build

For firms that have committed to launch.

Launch implementation leadership. Stack leads and coordinates the work of vendors and specialists from selection through operational readiness and handoff.

Vendor selection
Procurement coordination
Implementation planning
Vendor and specialist coordination
Cybersecurity fundamentals
Operational readiness testing
Handoff

Where Stack sits

Leadership, not administration.

Stack leads the plan, the decisions and the coordination behind the launch. Limited hands-on setup may be part of the work where appropriate.

Deep technical execution and ongoing administration generally belong to qualified specialists. Stack doesn't operate as an MSP or help desk. Timelines and results that depend on third-party providers aren't guaranteed. Stack works to manage those dependencies and bring issues forward early.

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.

AssessStrategizeImplementGovern

Assess: Understand the practice and what the firm will need.
Strategize: Shape the architecture, platforms, budget and timeline.
Implement: Lead and coordinate the launch through readiness testing.
Govern: Hand off with documentation and clear ownership.

Make the next technology decision with the bigger picture in mind.

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