TO's Tech Stack

1. CRM (Redtail/SmartOffice)

1.1. Riskalyze

1.2. TD/Schwab

1.3. eMoney

1.4. Orion

1.5. Sharefile

2. Office

2.1. Outlook

2.1.1. Calendly

2.2. Monday

2.3. Google Sheets (Carbon)

3. Third Party Applications

3.1. Holistiplan

3.2. Family Law Software

3.3. College planning

3.4. YCharts and Stockcharts

3.5. Dorsey Wright

3.6. Ash Brokerage (LI/DI)

3.7. Annuity Carriers (Direct)