The Modern RIA Tech Stack

Topics Covered

Episode Overview

Shah Anas and CMO Erica Landry explore how the RIA technology stack is evolving beyond individual software tools toward connected systems and workflows. They discuss rising client expectations for real-time data, the complexity created by multiple vendors and custodians, and why adding new technology cannot fix an inefficient process on its own. The conversation also breaks down what RIA leaders should evaluate before adding technology to their stack, including human touchpoints, scalability, data openness, APIs, and the ability to support the firm's workflows as it grows.

Key Mentions