Financial Planning
 
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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
July 24, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

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 abandoned.

This week, I looked back at the tech solutions and setups that work best for a handful of different firms.

What makes your firm's tech stack unique? Let me know — robert.burgess@arizent.com.

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

 
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