Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Sum...
Автор: WealthTech Today
Загружено: 2025-12-16
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The post Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial (https://wealthtechtoday.com/2025/11/2...) appeared first on (https://wealthtechtoday.com) and was written by Elana Iskowitz (https://wealthtechtoday.com/author/el...) .
How Summit Financial Built a Scalable Tech and Advisor Platform with Stan Gregor Few RIAs have attempted what Summit Financial has accomplished over the past five years: scaling a multi-entity business model, integrating more than 30 third-party technologies, supporting multiple custodians, and building a technology lab that evaluates and tests every new tool before advisors […]
The post Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial (https://wealthtechtoday.com/2025/11/2...) appeared first on (https://wealthtechtoday.com) and was written by Elana Iskowitz (https://wealthtechtoday.com/author/el...) .
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