Some of the most important decisions a firm will make revolve around tech choices; mistakes can be costly and onerous to undo. Here's how advisors at seven firms chose their tech stacks.

A strong tech stack isn’t a luxury—it’s a competitive necessity for title agencies in uncertain markets.

READ MORE: How a solo advisor taps tech for top efficiency: Show Me Your Stack Algreen was quickly given the ability to form Cresset's technology philosophy.

Modern, API-first platforms enable greater flexibility in building a composable tech stack that evolves with your business. 4. Involve Stakeholders Early Beyond IT Replatforming isn't just an IT ...