Objectivity is our only product.
We sit on your side of the table during vendor negotiations. No kickbacks, no affiliate links, no implementation lock-in. Just rigorous engineering strategy for independent RIAs.
The Fiduciary Standard for Technology
As an RIA, you are bound by the fiduciary standard to act in your clients' best interests. Yet, when it comes to the technology that secures their wealth and powers their experience, you are often forced to rely on sales engineers who represent the vendors.
We built PlannerCTO to bridge this gap. We provide fractional Chief Technology Officer (CTO) services specifically tailored for independent wealth management practices. We bring Silicon Valley engineering rigor to the fragmented world of WealthTech.
Our Methodology
- Data Superiority: We believe your firm's data should be portable, secure, and unified. We design architectures that prevent vendor lock-in.
- Pragmatic Security: Compliance is the baseline; true security requires a zero-trust mindset applied to every integration and access point.
- Operational Leverage: Technology should increase advisor capacity, not mandate more administrative headcount.
Who We Work With
We typically partner with established RIAs managing $250M to $5B in AUM. At this scale, technical debt begins to constrain growth, and the risks of a data breach or compliance failure become existential.
Ready to audit your stack?
Start with a zero-commitment conversation about your current technology constraints.
Book a Strategy Call