Progressive disruption is always, forever, and accelerating.

So how do we operate in such a way that not only survives disruption, but thrives from it?

we start with first principles

our Base Code:

  • Technology is simply a mechanism by which we arrive at an outcome faster.

  • A thoughtful app-based ecosystem beats legacy software.

  • Great technology should be beautiful, minimal, and in the background.

  • A process should not bend to a tech solution, but the other way around.

  • Our clients generally don’t want more passwords or dashboards.

  • Today’s best solution is tomorrow’s fax machine, or smoke signal.

  • A system’s value to our process is directly correlated to how easily it can be unplugged and replaced without disruption. #dataexport

  • Open architecture is antifragile.

open.architecture/

Most firms just use a turnkey asset management platform (TAMP) or link all systems onto some all-in-one platform.

Or what about firm built legacy software? Wouldn't that be cheaper and more efficient?

  • Cheaper? no.

  • More efficient? remains to be seen.

  • Better? lol, still no.

the app-based ecosystem

Ecosystems that optimize for uniformity are inherently fragile and create tremendous continuity risk.

For us to do our best work, we must be antifragile.

Our clients deserve the Best user interface, the Best trade execution, the Best data intake, the Best planning software.

Financial technology is booming.

If a new solution comes out that will materially improve the outcome or experience for our clients, we want the ability to evaluate, approve, and plug it right in.

We can give our clients the best experience in the world because we are small, adaptive, and beholden to no single system or platform.

core is antifragile


a system of core apps

  • We hangout in Slack

  • Our stuff goes in Notion

  • Email & Calendar powered by Outlook

  • Files go in our Box Drive

  • Multi-Custodial

  • Core compliance center is built in Greenboard

  • Custom apps bridge workflows

  • Our Application Vault ties it all together

  • advisors may separately license specialized software. Right Capital, Income Lab, Hazel, you name it. You know your families best and may utilize the planning software that best suits your business.

Through years of trial and error, and a ton of money wasted, we believe our current tech stack, process, and workflows provide us all the tools we need to give our clients the experience they expect and deserve.

after all, that’s why we’re here

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