Technology Stack
Unbiased, objective reviews of the software required to run a modern, independent practice.
Zero Vendor Kickbacks
We do not accept affiliate revenue, sponsorships, or pay-to-play placement from any software vendor. Our reviews are entirely funded by member dues, ensuring absolute objectivity.
Core Infrastructure Categories
A modern RIA requires seamless integration between three primary software categories: CRM, Financial Planning, and Portfolio Management/Reporting.
| Category | Market Leaders | Avg Cost/User |
|---|---|---|
| CRM | Wealthbox, Redtail, Salesforce FSC | \$45 - \$150/mo |
| Financial Planning | eMoney, RightCapital, MoneyGuidePro | \$150 - \$300/mo |
| Portfolio Mgt | Orion, Black Diamond, Altruist | Varies (Basis Points) |
We provide deep-dive comparison matrices for active members, evaluating APIs, client portal UX, and true total cost of ownership (TCO).
Frequently Asked Questions
How frequently should this data be reviewed?
Industry best practices dictate a quarterly review of these inputs to ensure assumptions remain valid. Refer to the Practice Hub for compliance schedules.
What happens if the inputs are incorrect?
Incorrect inputs can severely impact long-term projections. We strongly recommend completing our Certification Program to understand the mathematical underpinnings of these models.
Are these figures guaranteed?
No. All outputs are projections based on historical or stated inputs. As detailed in our About section, fiduciary duty requires clear disclosure of these limitations to clients.