Pillar guide
Advisory Technology Stack Guide
8 min read
A simple, opinionated tech stack for advisory firms — not a shopping list of 47 tools.
The four pillars
GL system, advisory platform, meeting/comms tool, billing. That's the entire stack for 95% of firms.
What to skip
Standalone dashboards, single-purpose KPI tools, generic PM software. They add overhead and don't move the needle.
FAQ
Do I need a CRM?
If you sell, yes. If you only deliver, your advisory platform plus a calendar is enough.