The Technology Tools for Today (T3) Conference held in Dallas March 3-6, 2025
spotlighted innovative strategies for wealth management firms. One compelling
discussion caught the attention of many of the independent financial advisors in
attendance. Ryan Garrison of Schwab Advisor Services Digital Advisor Solutions and
Bridget Grimes, CFP®, President of WealthChoice, LLC and co-founder of Equita
Financial Network focused on how Equita utilizes a strategic tech stack including
Advyzon, Schwab, eMoney, Holistiplan, and Income Lab to enhance efficiency and
client engagement. The session titled “Integrating Schwab Advisor Center® and Third-
party Technology Platforms, an Advisor’s Perspective” revealed how strategic tech
stacks with deliberate integrations and shared resources empower women-led advisory
firms.
Read the article: Empowering Women-Led Firms: Equita’s Tech-Forward Approach
Featured at the T3 Conference
