I believe that your workflows should be descriptive of how you like to work, not a prescription forced by your software.

At my last firm, I created a custom CRM for financial planners using Airtable and Notion. I wasn’t impressed with what existing wealth management tools could do out-of-the-box, so I built a nimble CRM tailored to our needs.

I’ve now launched Framewerks Solutions to build custom tools for other advisors.