Connected

Built from Scratch: The Power of a Purpose-Driven Tech Stack

|
May 21, 2025

Most RIAs inherit clunky legacy systems—and spend years trying to untangle integrations, workarounds, and outdated processes. But that wasn’t the case for Cornerstone Planning Group.

When launching the firm, COO Jay Tarno had a rare advantage: the chance to design their entire RIA tech stack from scratch. That blank slate quickly became one of Cornerstone’s biggest competitive advantages.

A Blank Slate for Innovation

While many advisory firms struggled with legacy systems that slowed growth, Cornerstone chose best-in-class tools that were purpose-built for scalability, client experience, and operational efficiency. They weren’t selecting technology just to keep pace with the industry—they were building an ecosystem designed to stay ahead.

Tarno’s Approach to a Purpose-Driven Tech Stack

1. Be Nimble – Adopt technology that can evolve with the business and adapt to future needs.

2. Stay Vendor-Agnostic – Avoid being locked into one provider and keep flexibility at the core of the strategy.

3. Enhance the Human Experience – Select tools that empower advisors and improve client relationships rather than replacing the personal touch.

    A Tech Stack That Scales

    By keeping client relationships at the center of every technology decision, Cornerstone transformed their tech stack into more than just software. It became a scalability engine—one that allowed advisors to do more with less while delivering elite client experiences.

    The Competitive Edge

    In a crowded RIA landscape, technology can either hold firms back or propel them forward. Cornerstone’s story shows that when you design a purpose-driven tech stack from day one, you set the stage for long-term growth, agility, and differentiation.

    Listen to the Full Story

    These insights are inspired by the latest episode of Next Mile podcast featuring Jay Tarno, COO of Cornerstone Planning Group. Hear how Cornerstone turned disruption into opportunity. Listen to the full episode here and  explore more articles in this series.