Operations, billing, trading, drift and the records everything else is computed from — the work that decides whether the rest holds.
Practice management
Cadence should follow complexity, not the calendar.
Tools
Redtail, Wealthbox and Salesforce, written without a horse in the race.
Practice management
Almost every firm runs on knowledge recorded nowhere.
Portfolios
Three mandates should not mean three registrations. That is a software constraint.
Operations
Rarely by design. Reconciliation does not add — it multiplies.
Controls
Most systems enforce access on the screen. That is not where access is enforced.
Architecture
Four systems can compute a client's return, each correctly, each differently.
Operations
Nobody leaves over a fee error. They leave over what the fee error tells them.