Roundtable Talks

How should the RIA tech stack evolve?

Wealth management is evolving fast, and yesterday’s tech stack can’t keep up.

Hear leaders from Orion, GeoWealth, Compound Planning, and Pontera discuss how to build a more connected tech stack for the next generation of advice.

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The tech stack is changing. So is the job it needs to do.

Portfolio management. Rebalancing. Reporting. Billing. Workplace retirement accounts. Alternatives. AI. More of the client's financial life is entering the conversation, and disconnected technology can make an increasingly complex job even harder.

The next generation of the advisor tech stack isn't just about more capabilities. It's about better connections between them.

"Build a foundation that can evolve"

Michael Stern, SVP Strategic Product Development at Orion

"Build a foundation that can evolve"

Michael Stern, SVP Strategic Product Development at Orion

"Turn technology into differentiated experiences"

Brendan Falls, EVP, Chief Growth Officer at GeoWealth

"Expand the scope of advice"

Tim Hamilton, Managing Director at Compound Planning

"Turn technology into differentiated experiences"

Brendan Falls, EVP, Chief Growth Officer at GeoWealth

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"Turn technology into differentiated experiences"

Brendan Falls, EVP, Chief Growth Officer at GeoWealth

Watch Now

"Expand the scope of advice"

Tim Hamilton, Managing Director at Compound Planning

Watch Now

See connected technology in action

A connected tech stack is more powerful when it includes more of the client’s financial picture.

Pontera brings workplace retirement accounts into the platforms firms already use—connecting data across reporting, billing, CRM, portfolio management, supervision, and analytics to create a more connected wealth management experience and support more holistic advice.