Is the right tech stack a unicorn…does it even exist? The battle between all-in-one versus best-of-breed wages on. However, Practifi, a efficiency optimization platform, is on a mission to assist wealth administration corporations create the right tech stack. Can a agency get an idealized tech stack for his or her wants? Completely. Would it not be excellent for the subsequent agency? Virtually actually not. There’s an significance of organising a tech stack to reflect and help how advisors need to spend their time, which is why it’s so vital for expertise to be versatile. 

On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Adrian Johnstone, CEO of Practifi, about why the “excellent” tech stack will rely on a agency’s distinctive wants and priorities.

Shannon and Adrian focus on:

• Why tech adoption nonetheless stays a problem for a lot of advisors 
• The function of tech in enhancing consumer expertise
• What he has discovered from the Australian and U.S. wealthtech markets 
• What’s on the roadmap for Practifi 

Join with Shannon Rosic:

Join with Adrian Johnstone:

About Our Visitor:

Adrian has over 20 years expertise serving to recommendation companies of all sizes leverage expertise for development.

A daily presenter at business occasions in Australia and United States, Adrian affords deep perception into the expertise wants of advisors. Adrian owns Practifi’s go-to-market technique and course globally.