We have joined forces with True North Networks to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.
We have joined forces with RightSize Solutions to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.
Our parent company name has changed, but our hosting services, solutions and Obsessive Support® have not.
Join Wes Stillman and his webinar guest Sue Glover as they discuss the difference between FinTechStack and TechStack and why it matters to RIAs. Whether you are a firm principal or an operations professional, you will gain valuable insight and best practices related to your RIA’s operations, training, education, and client retention. Sue Glover is president of Susan Glover & Associates and brings over 30 years of operations and technology management experience to the RIA and wealth management community. As an independent consultant without vendor allegiances, her focus is on the best operational structure and technology to support your growing business. Sue’s passion for educating advisory firms has led to many articles on successful practice management and technology solutions. These have been published in various industry-leading resources including Barron’s, Morningstar, Advisor Perspectives, and Private Asset Management.
Active monitoring and implementation of cybersecurity protocols and procedures using leading edge technology keeps your business and your data safe and secure.
Rely on our industry expertise to reduce your IT burden and access the best technology solution to help your business grow.
Get your IT questions answered, issues resolved and generally make your workday easier with support from our team. We call this Obsessive Support®.