Advisor Tech Intelligence
Data-driven insights on RIA technology. Benchmarks, reviews, and analysis to help you build a better stack.
The 2026 RIA Tech Stack: What 500 Firms Are Actually Using
We analyzed the technology stacks of 500 RIA firms across every AUM tier. The results challenge everything you think you know about advisor tech adoption — from CRM dominance to the rise of all-in-one platforms.
Why the Kitces Tech Map Is Both Brilliant and Useless
Michael Kitces created the most comprehensive map of advisor technology ever assembled. It's also the best illustration of why advisors are drowning. 551 tools and zero personalization — here's what's missing.
The Hidden Cost of Integration Failures at Advisory Firms
The average RIA loses $47,000 per year to integration failures they don't even know about. Broken CRM syncs, duplicate data entry, manual workarounds — we quantified the damage and found the fix.
CRM Showdown: Salesforce vs Redtail vs Wealthbox for RIAs
Three CRMs dominate the RIA landscape, but they serve radically different firms. We compared pricing, integrations, adoption rates, and satisfaction scores across 300 firms to find the real winner for each firm type.
5 Signs Your Tech Stack Is Holding Back Your Growth
Growing firms hit a tech ceiling between $200M and $500M AUM. The tools that got you here won't get you there. Here are the five warning signs — and what to do about each one before it costs you clients.
How AI Is Changing Tech Stack Management for Advisors
The era of static tech directories and one-time consulting engagements is ending. AI-powered platforms can now profile a firm, recommend a personalized stack, and monitor it continuously. Here's what that means for you.
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