Show Me Your Stack: How many tech tools does an advisor need?

In the first edition of a new wealthtech series from Financial Planning, FP Alpha CEO Andrew Altfest talks about the magic number of solutions an advisor should rely on while showing us his stack. By Anand Gupta


https://www.financial-planning.com/list/how-many-tools-does-an-advisor-need-in-their-tech-stack?utm_source=dlvr.it&utm_medium=blogger