Equita’s tech stack is not just a collection of tools; it’s a testament to strategic decision-making and alignment with industry-leading solutions carefully curated by co-founders Bridget Grimes, CFP®, and Katie Burke, CFP®.
As the recent 2025 T3 / Inside Information Software Survey reveals, the right technology can transform a firm’s operations, client experience, and growth trajectory. Equita’s approach stands out in the industry, leveraging top-rated platforms that align perfectly with the survey’s findings.
Here’s how Equita’s tech stack measures up to the results of the survey and why it exemplifies how strategic tech stacks and shared resources can drive success in the industry.
1. Custodial Platform: Schwab Advisor Center
Schwab Advisor Center serves as the cornerstone of Equita’s custodial operations and is deeply integrated into the tech stack. The survey notes (page 75) that custodians investing in integrated technology are seeing significantly higher satisfaction scores. Schwab continues to be a leader in this space due to its robust platform capabilities. As mentioned many times in this blog, Equita leans on Schwab Advisor Center, which enables seamless integrations across Equita’s stack and ensures operational efficiency and superior client service.
2. CRM and Workflow Tools / All-in-One Core Platform: Advyzon
Equita partners with Advyzon for its all-in-one CRM solution, workflow, portfolio management, and portfolio performance reporting. As a survey Software All Star (page 11) again this year, Advyzon continues to dominate this category with high satisfaction ratings, particularly for its integrated capabilities. The members of Equita appreciate the seamless integration between Advyzon and Schwab, which provides real-time data for CRM, client communications, billing, and portfolio accounting. A big feature of the integration is the access to up-to-date client information without switching between platforms, significantly improving efficiency. Portfolio performance reporting was a primary reason Equita went with Advyzon early on, showcasing its strength in delivering actionable insights. (See item #5 below for more on how Advyzon Investment Management factors into the Equita equation.)
3. Financial Planning and Account Aggregation: eMoney
Equita relies on eMoney for financial planning and account aggregation, a tool widely recognized as one of the “Big 3” financial planning platforms alongside MoneyGuidePro and RightCapital. This year’s survey revealed eMoney holds a commanding market share of 28.20% among RIAs and remains a trusted solution for comprehensive planning needs (page 17). eMoney also dominated in the Account Aggregation Tools category (page 49) and is a favorite tool for Equita members. The robust planning capabilities and seamless Schwab integration make it indispensable for Equita member firms, enabling detailed scenario analysis and holistic financial insights for clients.
4. Tax Planning: Holistiplan
Tax planning is a critical component for many of Equita’s member firms’ service models, and Holistiplan is the tool of choice for this function. It continues to be a favorite among advisors (page 22) for its intuitive interface and actionable tax insights, earning high marks in satisfaction and making the Software All Star list. The survey states that Holistiplan and other similar platforms have “revolutionized the category”, offering more comprehensive analysis, with more than half of all advisory firms surveyed now using advanced tax planning software. Equita members appreciate the integration with Schwab, which allows for more precise tax strategies and Roth conversion analysis based on current account data. Equita has negotiated favorable pricing with Holistiplan for our member firms, ensuring cost efficiency while delivering advanced tax planning capabilities to clients.
5. Portfolio Management and Reporting: Advyzon Investment Management (AIM)
Advyzon Investment Management (AIM) powers Equita’s portfolio management and reporting needs, with performance reporting being a key feature of their partnership with Advyzon. The survey highlights that portfolio management tools are used by over 67% of RIAs, with Advyzon’s AIM consistently ranking as one of the top platforms and survey Software All Star due to its integration capabilities and user-friendly design (page 27). And because it integrates directly with Schwab, AIM serves as the backbone of Equita’s investment operations, providing accurate reporting that enhances client trust and transparency.
6. Trading and Rebalancing: Schwab’s iRebal®, AIM, and Advisor Logistics
Because all Equita members are independent advisory firms who sometimes like to have
their own models and execute trades, Equita has added iRebal® from Schwab to handle these trading and rebalancing tasks. This year’s survey (page 33) revealed trading/rebalancing tools are used by over 53% of RIAs, with Schwab earning strong satisfaction ratings due to its integration capabilities and operational efficiency. iRebal®’s direct connection with Schwab allows advisors to efficiently execute their own models. The integration ensures streamlined workflows and precise execution for Equita member firms.
AIM (Advyzon Investment Management – see #5 above) recently added portfolio management solutions, including SMAs and custom models, and integrates directly with Schwab for streamlined trading.
Equita’s third option for managing investment trades, Advisor Logistics, an outsourced CIO solution, is a service more than a tech solution. Equita member firms use their models, which integrate with Schwab, allowing them to seamlessly trade for the advisors and their clients..
7. Document Management: Dropbox
Dropbox, another survey Software All Star, is Equita’s choice for document storage and sharing, balancing simplicity with security. The survey showed that document management tools saw adoption rates exceeding 52%, highlighting their importance in compliance and client communication (page 53). Equita members appreciate its ease of use across devices. Dropbox provides secure storage while enabling efficient collaboration among team members—a must-have for a modern RIA like Equita.
8. Additional Tools: Income Lab and Nitrogen
Some additional tools worth mentioning are Income Lab, which supports retirement income planning, and Nitrogen, which focuses on risk analysis, both available to Equita member firms at discounted, negotiated rates. Income Lab earned the #1 spot in Retirement Distribution Planning Tools last year (page 20) and continues to receive accolades as a Software All Star. Nitrogen also ranks highly in risk analysis tools due to its intuitive design (page 20). These tools complement Equita’s core stack by providing specialized functionalities that enhance advisor productivity.
Why Equita’s Tech Stack Stands Out
The results of the T3 / Inside Information survey confirm what Equita has already achieved: a best-in-class tech stack that aligns with industry trends while delivering measurable value to clients and advisors alike. By leveraging top-rated solutions like Advyzon, eMoney, Holistiplan, Schwab Advisor Center, and more, Equita demonstrates how thoughtful technology investments can drive operational excellence and client satisfaction.
The findings from the survey underscore the importance of building an integrated tech stack tailored to your firm’s needs, and Equita is leading by example. Our strategic approach ensures we’re not just keeping up with industry standards but setting them.
If your firm is ready to elevate its technology strategy, take inspiration from Equita: prioritize integration, invest in top-rated solutions, negotiate smartly, and stay informed about emerging trends.
