Audit Your RIA Tech Stack
A 60-minute framework to find the gaps quietly costing you growth — and put a dollar figure on them.
What We'll Cover
Sixty minutes, one framework, zero product pitch — a vendor-neutral method you can run on your own firm the same week.
Why Stacks Leak
The four hidden costs that live in the gaps between systems: re-keying, reconciliation drag, swivel-chair workflows, and decision latency.
The Five-Seam Audit
A simple 0–3 scoring method for the five seams between your core tools — score your own firm live alongside a composite example.
Three Ways to Close a Seam
A vendor-neutral decision framework covering native integration, a shared data layer, or consolidation — in rising order of effort and cost.
Before & After
Same firm, same headcount — what changes when the seams close, and why the hours you reclaim are a growth lever, not just an efficiency win.
Who It's For
If growth feels heavier than it should — and you suspect the reason is structural, not effort — this hour is for you.
Firm Founders & Principals
Setting the firm's direction and wondering why adding clients keeps adding drag.
Operations Leaders
The ones living in the hand-offs between systems and paying for them every cycle.
Growth & COO Leaders
Responsible for scaling capacity without scaling headcount at the same rate.
Scaling Firms
Firms whose stack was assembled tool-by-tool and never audited as one system.
Meet the Speakers
Who's presenting.
PR Manager, SoftPak Financial Systems
Strategic communications and PR professional focused on shaping clear brand narratives, strengthening credibility, and supporting growth for financial services firms.
Chief Marketing Officer, SoftPak Financial Systems
Seasoned brand and growth leader with 13+ years of experience scaling brands, building market leadership, and driving sustained growth across industries.
Find the gaps costing you growth
Score your stack live, put a dollar figure on your worst seam, and leave with one hand-off to fix this week. Sixty minutes, no product pitch.