Core Insights - The company aims to leverage technology to enhance client convenience and address challenges faced by clients in the current technology ecosystem [1][2] Technology Utilization - The transition to Practifi from Microsoft Dynamics has been beneficial due to its specific functionalities, allowing for detailed client notes and preferences [3][4] - Addepar is utilized for sophisticated reporting and portfolio management, catering to clients with diverse holdings beyond typical brokerage accounts [5][6] - eMoney Advisor is adopted for true cash flow planning, emphasizing the operational aspect of financial planning alongside goals-based strategies [7]