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Advisor Tech Stack - Coggle Diagram
Advisor Tech Stack
Data on Tech Stacks
Software Ratings
Market Share Trends
Demographic-Based Utilization
Warehousing & Access to the Tech Stack Data
Targeted Actions/Messaging based on Data
Integration of Data to KMD & Kitces Research
Rate My Tech Stack
What do you use?
What are you thinking about using?
How do you rate it?
Leave a Review about my Tech Stack
Rater Verification
Must have CRD #?
Email must tie out to email on CRD or ADV?
Must authenticate via a LinkedIn profile
CFP candidate #
Directory of Tech Stack
Search Tools
Details on Tools
View Details
Tech companies to update details???
Categorization of Tools
Primary Category
Secondary Categories/Features
Integrations
SSO
"Real"
Build MY Tech Stack
List out categories and fill them out
Show the overlaps?
Do you cover all the categories you need?
Share My Tech Stack?
Email to a saved version of it
PDF/image of it (share the visual)
Includes Kitces branding :)
Compare My Tech Stack
What do other advisors "like me" use?
How do my choices compare to what other advisors like me are using?