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Inside Livian & Co’s Wealth Management Tech Stack
From CRM to compliance, here’s how this modern RIA uses tech to serve high-net-worth clients efficiently and securely.
Mark Delaney
July 02, 2025
In partnership with
✨Hey there, tech stackers! 🚀
🧠 Stack Spotlight: Livian & Co’s Wealth Management Tech Stack
What does a modern wealth management firm use to serve sophisticated clients while staying lean and nimble?
The team at Livian & Co opened up about their tech stack—from CRMs to analytics tools to back-office infrastructure—showcasing how fintech-forward advisors are blending compliance, insight, and personalization at scale.
Here’s a breakdown of their stack 👇
🧠 CRM, Communication & Client Data
Wealthbox – Lightweight CRM for financial advisors. Used to manage contacts, notes, and activity history.
Elements – Offers client profiling tools that surface financial habits and readiness insights, making onboarding and advising more human.
Redtail CRM – Sometimes used in addition to Wealthbox or as a legacy system.
HubSpot – For marketing automation and deeper campaign analytics.
📊 Portfolio Management & Analytics
Black Diamond (SS&C) – A powerful reporting and performance engine that consolidates portfolio data.
Orion – Some teams prefer Orion for billing and multi-custodian management.
Altruist – All-in-one custodian and portfolio platform growing in popularity with RIAs.
Tamarac (Envestnet) – Comprehensive portfolio rebalancing and trading suite.
HiddenLevers – Risk analytics engine acquired by Orion; used for client stress-testing and scenario planning.
🔐 Compliance & Back Office
XY Planning Network (XYPN) – Offers compliance support, particularly for solo advisors.
RIA in a Box – Another compliance automation platform to track filings and internal records.
WealthShield – Handles account aggregation and analytics.
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🧾 Planning & Reporting
RightCapital – A modern financial planning tool used for visualizing retirement, tax, and cash flow scenarios.
eMoney Advisor – Another popular planning engine, especially for traditional wealth teams.
Holistiplan – Tax planning automation tool gaining traction in the advisor world.
🤖 AI Prompt Tip
"Act as a wealth manager. Recommend a tech stack for an RIA that serves HNW clients with <$250M AUM, focusing on planning, client communication, and portfolio tracking."
Use this to audit your advisor tech or help RIAs modernize their toolkit.
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📣 Want to be featured?
If you're running a lean but powerful stack in wealth, SaaS, or beyond—reply to this email and share your tools. You might be featured in the next Tech Stacks issue.
Always remember,
Explore broadly
Not just SaaS or tech, but multiple disciplines.
Share ideas selflessly
Be willing to share your knowledge. Keep giving and it will come back to you.
Your stack is not going to save you
You are. So just build.
Go crush it,
Mark
Tech Stacks is human-compiled, edited, and designed.
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