How to Build a Tech Stack That Works for Independent Advisors

Building the right tech stack is one of the biggest challenges independent advisors face. Most firms end up with too many platforms, poor integration, and constant frustration. Jason Barber believes it doesn’t have to be that way. With the right approach, your tech can simplify operations, enhance client service, and fuel growth.

Stop Overcomplicating Your Tech Stack

Many advisors fall into the trap of adding tool after tool, only to find themselves managing a tangled mess of platforms. A tech stack should simplify your work—not create more of it. Advisors should aim for systems that reduce complexity, not add to it.

Prioritize Seamless Integration Across Platforms

The best tech stack connects everything behind the scenes. Your CRM, portfolio management system, billing tools, and reporting software should all talk to each other. This eliminates double entry, reduces errors, and creates a single source of truth for your firm.

For independent advisors, seamless integration is not optional—it’s critical for efficiency and client satisfaction.

Choose Tools That Align With Advisor Workflows

Technology should support how your firm operates, not force you to adapt to clunky processes. Whether it’s billing, reporting, or investment management, your tech should fit your workflow naturally. Advisors don’t need platforms that require technical expertise to operate. They need simple, intuitive systems that work.

Scalability and Simplicity Drive Long-Term Growth

As your firm grows, your tech stack should scale with you. But growth doesn’t mean complexity. The most successful independent advisors invest in scalable, unified systems that keep their operations lean and effective.

A simple, well-integrated tech stack is a competitive advantage—helping your team deliver better service, stay compliant, and focus on what matters most: your clients.

Final Thoughts

Building a tech stack for independent advisors shouldn’t be overwhelming. Focus on simplicity, integration, and alignment. When your technology works together, your entire firm benefits—from advisors to clients.

These insights are inspired by the Next Mile podcast featuring Jason Barber,CEO and Co-Founder of Uptick Partners. Listen to the full episode here and explore more articles in this series.