AdvizorStack +
Breakaway Advisors
Who You Are
Sick of outdated tools, ready to experience unlimited growth, overwhelmed by technology options, time consuming tasks that take you away from prospecting, client communications and business growth.
Sick of being bucketed into a corporate conglomerate
Uniformity – cookie cutter – no deviation
How AdvizorStack helps:
Delivering a technology stack that allows you to take control of your practice. AdvizorStack provides the best in class technology matching and likely exceeding the capabilities of your current technology stack.
AdvizorStack is the financial advisor technology provider that allows you to remove the limitations placed upon you that confine you to a cookie cutter approach to serving clients, and allow you to realize the true potential of your practice by starting a one that is truly yours.
Technology Selection
We are your technology consulting team, not only have we been in your shoes, but we have also gone through the painstaking process of using endless amounts of software and tools that didn’t solve our problems and luckily we found a few that worked well and partnered with them.
Our team will identify your unique needs and help you build the ideal technology stack and features and functionality to not only enable your current book of business but scale your business for increased growth.
Technology Onboarding
When you partner with us we are your onboarding partner. Think of us as your CTO, and Support team that will get your tech stack up and running while handling all the training and enablement.
We don’t stop there, unlike other tech stack integration services, we will continue to be your single point of contact for anything that may come up and we get you quick results so that you and your clients are not waiting for long SLA’s.
Technology Growth
We are dedicated to growing our partnerships and offerings and are invested in your success. As you have any additional needs, challenges, or questions we are here to listen and find solutions that will continually improve your experience. Your unique needs will help us understand the landscape and help us impact others with new partnerships and functionality.
Technology Consulting
You have questions? We have answers. And if we don’t, we will get them! We are an agile team that is connected to the financial technology world and are obsessed with our clients’ success.
We want to ensure that you are freed from the complexities of financial technology space, time is money and time spent on researching tech takes away from your time spent on prospecting and driving new business.
MORE
Helping you achieve MORE
Efficiency
Our platform improves your workflow combining client management, portfolio tracking, research and financial planning in one dashboard.
Streamlined Client Management
Our tools combine all of your client data across platforms to give you integrated dashboards and automates billing and reporting tasks so that you can focus on driving results and engagement across your client portfolios.
AdvizorStack
Ready to Get Started?
We are here to help, if you have any questions please contact us today!