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Tech stack – for financial advisers refers to the collection of software and digital tools used by financial advisers to manage and analyse client data, automate workflows, and deliver financial advice and services. It typically includes a combination of hardware, operating systems, databases, programming languages, and software applications that are used to build and support the financial advisory business. Some examples of software applications commonly used by financial advisers in their tech stack include portfolio management software, CRM software, financial planning software, and tax preparation software. The tech stack is an important component of a financial advisory business as it can help improve efficiency, reduce errors, and enhance the quality of advice and services provided to clients.

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