Greg Makowski, founding partner of $2 billion AUM CFS, relies on custodian Raymond James for much of its technology.

Cynthia Zalewsky, president of $45 million AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on.

Jeff Bernier, president of $200 million AUM TandemGrowth Financial Advisors, says his team squeezes all the productivity possible from a selectively chosen tech stack.

Migrating to modern cloud-based services is helping CIO Laura Hubbell not only serve clients better but scale the business at $7.4 billion AUM SignatureFD.

As situations change, Jeff Nauta has found that the technology has to sometimes do the same at $528 million AUM Henrickson Nauta Wealth Advisors.

Gregory Gardner relies in large measure on technologies from Orion Advisor Solutions to run and manage his $85 million in AUM RIA, but has gone a different route with some of his tech.

Ron Chandler, president of Summit Investment Management, provides an honest assessment of the technology tools used by the $75-million-AUM firm to work with clients and drive business.

Trevor Hicks, chief technology officer at Wetherby Asset Management and Laird Norton Wealth Management, provides an honest assessment of the technology tools used by the $14 billion AUM firms to work with clients and drive business.

Vib Arya, chief operating officer at Shufro Rose & Co., provides an honest assessment of the technology tools used by the $1.8 billion AUM firm to work with clients and drive business.

Amy Flourry, director of operations at Rehmann Financial, gives an honest assessment of the tech tools the $3 billion AUM RIA uses to drive business.