Execution Tools

What Is Your Software Really Costing You?

List every tool your firm pays for. See what the stack costs per household, where tools overlap, which ones no one really uses, and which don’t talk to your CRM.

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Your Firm

$

Your Stack

Every subscription, including the small ones on someone’s credit card. Monthly cost for all seats. The rows below are a sample; replace them with your own.

ToolWhat it doesMonthly costHow often it’s usedConnects
to CRM
Annual Software Spend
—
Cost per Client Household
—/yr

Your Tech Stack Report

Where the money goes, every flag in your stack, and what you could cut or consolidate.

Spend by Category

Flags

ToolFlagAnnual cost

What You Could Recover

Tools used rarely or not at allCancel, or find out why no one uses them
Overlapping toolsKeeping the most-used tool in each category
Possible annual savingsCounted once even if a tool has both flags

Flags are prompts to look closer, not verdicts. Some overlaps are deliberate, and some tools are rarely used because no one was trained on them. Check contract terms before cancelling anything.

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Reading Your Tech Stack Audit

Software gets added one problem at a time and rarely gets removed. Over a few years, a firm can end up paying for two tools that do the same job, a tool nobody was trained on, and several that do not share data with the CRM. This audit lists everything in one place so the stack can be judged as a whole.

Cost per Household Makes Spend Comparable

Total software spend grows as a firm grows, so on its own it says little. Dividing it by client households shows what the stack costs to serve each relationship and makes it easier to see whether spend is growing faster than the client base.

Rarely Used Is a Question, Not a Verdict

A tool that is rarely used may be one to cancel, or one nobody was shown how to use. Before cutting it, ask whether it solves a problem the firm still has. If it does, the fix may be training rather than cancellation.

Disconnected Tools Cost Time, Not Just Money

Every tool that does not share data with the CRM means someone retypes information, and every retyped field is a chance for an error. The subscription price understates what these tools cost. Counting them makes the case for consolidating or connecting them.

Common questions

How much should a financial advisory firm spend on technology?

Technology spending varies widely with the firm's size, service model and how much work is done in-house. Tracking spend as a share of revenue and per client household over time is a practical way to see whether the stack is growing in line with the business.

What software does a financial advisor need?

Most advisory firms use some combination of a CRM, financial planning software, portfolio management or rebalancing tools, risk or proposal tools, document and e-signature tools, scheduling, email and marketing tools, and compliance archiving. Which ones a firm needs depends on its services and how it works.

How do you audit an advisory firm's tech stack?

List every tool the firm pays for with its cost, what it does, how often it is used and whether it connects to the CRM. Then look for overlapping tools, rarely used tools and disconnected tools, and review contract terms before making changes.