Build Your Profitable Stack
Configure your 2026 tech stack across 5 core categories. Select starter, professional, or enterprise tools based on your firm's AUM. Recommended selections minimize cost while maximizing capability.
Estimated Monthly Subscription
$265/mo
Wix / Squarespace
Standard website builder.
WordPress (Managed)
Open-source CMS with managed hosting.
FMG Suite
Advisor-specific comprehensive marketing.
Wealthbox
Modern, easy-to-use CRM for financial advisors.
Redtail
Industry standard advisor CRM.
Salesforce Financial Services
Enterprise CRM platform.
RightCapital
Modern financial planning software.
MoneyGuidePro
Goals-based financial planning.
eMoney Advisor
Comprehensive financial planning and client portal.
Mailchimp
Standard email marketing.
ActiveCampaign
Advanced email automation and CRM.
Snappy Kraken
Advisor-focused marketing campaigns.
Microsoft Bookings
Included with M365 Business.
Calendly
Automated meeting scheduling.
Once
One-time purchase scheduling.
| Category Component | Product Selected | Service Tier | Monthly Cost |
|---|---|---|---|
Website & CMS | WordPress (Managed) | Professional | $25 |
CRM & Client Management | Wealthbox | Starter | $55 |
Financial Planning | RightCapital | Starter | $150 |
Marketing Automation | Mailchimp | Starter | $20 |
Meeting & Scheduling | Calendly | Professional | $15 |
| Total Estimated Run-Rate | $265 | ||
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