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 ice cream giant tapped Microsoft, SAP and others to lay the groundwork for its departure from Unilever’s IT systems.

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 ...

This doesn’t necessarily mean that the tools you’re using are worthless. Maximizing your tech for the future can go a long way in enhancing future results. But if you’re unwilling to go on the offense ...

Erlanger, El Camino Health and Stanford Health Care CIOs say shadow IT, vendor repricing and AI costs are forcing a consolidation of the tech stack.

AI is driving a full-stack infrastructure boom, reshaping energy, chips, cloud, and software—creating broad, distributed ...

Building an effective RIA tech stack isn’t about collecting the newest software. It’s about picking the right tools that work together to streamline workflows, so your firm can focus on client service ...

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 ...

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 ...