We have all heard it before: running a business involves juggling multiple tasks, but still so many pros are not using the right tech to make it all easier. Take it from us—automating your business ...

As a business owner—whether you’re running a logistics company, an urban mobility startup, a public transport company or a fleet of specialist vehicles in agriculture, construction or waste management ...

Cut the clutter and streamline your tech — this is the new catchphrase for security, productivity and long-term IT success. Simplify your tech stack to boost efficiency, reduce costs and enhance ...

The Frankenstack era is ending—not because technology is getting simpler, but because the cost of complexity has become impossible to ignore.

Choose the right tools for your financial advisor tech stack Benefits of a strong financial advisor tech stack How to build an effective financial advisor tech stack Building an effective financial ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...

The financial services industry is undergoing a dramatic transformation, compelling financial advisors to rethink how they manage client relationships, integrate technology, and deliver value. At the ...

Joplin doesn’t chase trends. No AI noise, no bloated features. It quietly does the job of being a reliable second brain, and ...