The Ultimate AdvisorTech Stack for 2025: The Technology that Independent Financial Advisors "Should" Use

by Johnny Dough, Jason M. Pereira (foreword)

There are 500+ advisortech tools across 36+ Kitces categories with more being added weekly it seems. How are financial advisors supposed to keep up? They could spend hours upon hours demoing tech, making comparisons, talking with other advisors about what they are using... But each new tech adoption costs more in time and implementation than it does in subscription fees. And what if something better comes out next week? Plus the fact that the vast majority of advisors aren't really using their current tech to its full capabilities.

Or they could read this book.

You see, I've studied the Kitces and T3/Veres surveys, demo'd loads of tools, reviewed the various directories, and I'm still overwhelmed. But through all that and my own experience as a paraplanner, virtual CSS, Ops Manager of a CRM consultant, and now COO of an RIA - I've picked out a stack that I can recommend - for the year.

This book is that stack and will cover these
Custodian
CRM
Portfolio Management / Performance Reporting
Financial Planning
Document Management
Website
Investment Data / Analytics
Fee Billing
Compliance & Communications Archiving
Risk Tolerance
Data Gathering
Scheduling
Tax & Estate Planning
Healthcare / Medicare Planning
Insurance Planning
Liability Planning
Charitable Planning
Advice Engagement
Proposal Generation
Voice / Texting
Cybersecurity
Held-Away Assets
Identify Theft
Note-Taking
Prospecting
Email Newsletter
Lead Generation
Video Meetings
Team Communication
Email Hosting
Email Overlay
eSignature
“YourFirm” OS Manual

So what tools am I recommending AND why? You'll have to read the book to find out!

169 pages, Paperback

Published February 12, 2025