An Inside Look At The RLS Wealth Tech Stack: Financial Planning Tech

"What's your tech stack look like?"

This is a common question I get when talking with other financial advisors, so I thought I'd record a few videos breaking down my tech stack, what I like about each, what I don't like, and more.

In this video, I talk about the technology currently helping RLS Wealth with our clients' financial plans. Here's a list of the companies:

TD Ameritrade Institutional



Right Capital

Helios Plans


Maximize My Social Security