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

As the CTO of a SaaS enterprise that works with global insurance companies, I know that most of them are undergoing tech transformations to various extents. The case for a technology rehaul is strong: ...

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 ...

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 ...

AI’s “tech stack” is composed of infrastructure, intelligence, and agents with each layer playing a different role in the AI ...

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

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 ...

Morgan Bell of Constellation Wealth Capital outlines how RIAs can design a tech stack that drives both operational efficiency and deep client connection. She emphasizes aligning technology choices ...

When we were launching this firm, we wanted to identify an initial platform acquisition, or operating firm, that out of the gate was aligned with our service offering and had bones that we could build ...

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 ...

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 ...