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Kayla Kobelin: Building your RIA tech stack

Crafting a robust and efficient tech stack tailored to the specific requirements of an RIA firm is no longer merely advantageous – it's a strategic necessity.

From streamlining operations to enhancing client experiences and ensuring regulatory compliance, the components of an RIA tech stack play a pivotal role in driving growth and success in the wealth management industry.

I caught up with Kayla Kobelin of Ascent Capital and she stressed the importance of building a tech stack that empowers firms to achieve their business objectives while delivering unparalleled value to clients. Click the video below to watch the full interview. 


I think one of the biggest challenges is the fact that there are tech stacks and you can layer all your tech stacks together – and some talk to each other, some don't. It kind of creates this lack of continuity within all of the tech stack. When you're trying to get one to talk to each other, one might and one might not – it doesn't really create this seamless day-to-day process. Not only when it comes to like tasks and workflows but just like basic client service stuff, gathering client information, things like that. 

Honestly, coming to T3 is a great way to start because there are so many options here that either you've never heard of or they’re up and coming or you might just have never seen them before. Asking the right questions and figuring out how they integrate – like open APIs versus like an all-in-one solution is super, super interesting. I think it's important that just because you're doing something the way you've always done it doesn't mean maybe that's the most efficient way. And this is a great opportunity to come here and find out – maybe we're doing something wrong or missing something and how we can be more efficient. 

A great action item would be to just ask questions – ask, ask, ask – everyone's here, and everyone's super helpful, they're all willing to help and I think it's a great opportunity to start.

This blog is sponsored by AdvisorEngine Inc. The information, data and opinions in this commentary are as of the publication date, unless otherwise noted, and subject to change. This material is provided for informational purposes only and should not be considered a recommendation to use AdvisorEngine or deemed to be a specific offer to sell or provide, or a specific invitation to apply for, any financial product, instrument or service that may be mentioned. Information does not constitute a recommendation of any investment strategy, is not intended as investment advice and does not take into account all the circumstances of each investor. Opinions and forecasts discussed are those of the author, do not necessarily reflect the views of AdvisorEngine and are subject to change without notice. AdvisorEngine makes no representations as to the accuracy, completeness and validity of any statements made and will not be liable for any errors, omissions or representations. As a technology company, AdvisorEngine provides access to award-winning tools and will be compensated for providing such access. AdvisorEngine does not provide broker-dealer, custodian, investment advice or related investment services.