Building a Tech Stack That Scales With Your Firm

Episode 120: As firms enter strategic planning season, Kyle Van Pelt brings together the strongest technology insights from four standout leaders. Nelly Mubashi explains the operational realities of supporting multiple advisor-selected platforms. Carrie Delgott highlights why consolidation into a unified stack unlocks collaboration and efficiency. Phillip Hamman shares how long-term planning and thoughtful automation free advisors to deliver “unreasonable hospitality.” And Michael Batnick offers a candid look at integration frustration inside a hyper-growth firm. Whether you’re expanding advisor choice or tightening your stack, this episode clarifies what it takes to build a scalable, integrated tech ecosystem that truly serves your team.

In this episode:

(00:00) - Intro

(00:54) - Nelly Mubashi on supporting advisors across multiple platforms like Tamarac and Orion

(05:01) - Carrie Delgott on why aligning the firm around one tech stack drives efficiency and collaboration

(07:14) - Phillip Hamman on using technology to free up advisors and deliver “unreasonable hospitality”