Building a robust and efficient tech stack, the collection of software tools and applications a company uses to manage its operations, is a critical task for any business. When well-constructed ...

Consult with other members of your RIA firm. To make efficient use of time and resources when building your tech stack, find out the needs of each of your staff, from the departmental to the ...

Paul Algreen, the executive managing director and chief technology officer at Cresset Capital in Chicago, took the ...