Case Study

Schechter Investment Advisors

With its growing investment practice they sought out to find a more flexible, powerful, and robust reporting system that also offered tight custodial integrations.

Schechter Investment Advisors is a third-generation wealth advisory and financial services firm located in the Midwest U.S. The firm was growing quickly via organic growth and needed a new technology stack that could support its growing investment practice. Schechter’s philosophy when it comes to technology is to have best-in-class that provides its clients with the “wow” factor at every touch point.