Private Advisor Group's Open-Architecture Approach to Wealth Management Technology
ByAinvest
Friday, Dec 19, 2025 1:13 pm ET1min read
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Private Advisor Group takes an open-architecture approach to technology, allowing advisors to choose the tools that best fit their practice. They utilize various platforms, including Salesforce, Redtail, Wealthbox, Orion, eMoney, MoneyGuide, Box, and DocuSign, as well as multiple custodians (LPL, Fidelity, Schwab, and Interactive Brokers). The firm offers recommendations, preferred pricing, and consulting services to help advisors maximize their tech usage.
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