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Making the Most of Your Firm’s Technology Relationships

How advisory firms can eliminate the chaos in their tech journey and make the most of technology partnerships

Previously Recorded

For RIAs and wealth management firms, technology relationships are nothing new. Some are strong and others leave a lot to be desired, leading firms to either work harder at improving the relationship or throw in the towel and search for a new partner. In the end, managing a tech stack boils down to managing relationships — it’ll get complicated, but it shouldn’t be chaotic.

The foundation of any relationship, especially one with a technology vendor, can set the course toward success — or worse, failure. But what makes some technology relationships more successful than others? And how can firms eliminate the chaos in their tech stack and overall tech journey?

Join our panel of experts to learn: 

  • Best practices for managing complexity and reducing chaos
  • Top tips for ensuring your tech relationships are set up for success
  • When firms should keep or search for new tech partnerships
  • How to make technology changes less painful
  • Some real-life examples of successful (and not-so-successful) partnerships


Get the recording

Our Panelists

Paige Johnson
Director, Strategic Alliances and Partnerships


Mike Betz, CFP®
Director, Growth STrategy
Summit Wealth
Chelsea Hughes
Practice Director
Callaway Cloud Consulting
Kyle Blair
Director, Global Financial Services Practice