THE EXACT STACK WE RUN AT SECURE WEALTH IT
​MSPs ask us this every single week, so here it is. Every tool below runs in production at our own MSP, serving real financial advisor clients, right now. Not a sponsor list. Not a top 10 roundup. Our actual stack, reviewed every quarter.
Update
Updated quarterly
33
Countries
Since 2018
Running in production
Status
Never Owned by a Vendor
Some links below pay us a commission. The honesty block near the bottom explains why that never changes a pick. Read it first if you are the suspicious type. We would be.
RMM AND REMOTE SUPPORT
The tools that let three people manage hundreds of endpoints without driving anywhere.
PSA AND TICKETING
The system of record. If it is not in a ticket, it did not happen, and it definitely does not get billed.
THE SECURITY STACK
Our clients are financial advisors. The SEC audits them, so effectively the SEC audits us. This layer is not where we save money.
COMPLIANCE AND ARCHIVING
This is the layer that makes financial advisors pick us over the generalist down the street. RIAs must keep books and records under SEC Rule 204-2 and supervise business communications. Their MSP has to know that. This is what niching down actually looks like in a stack.
CRM AND SALES
The same system our members use, because we built our version first.
THE AI STACK
AI does not replace our techs. It gives every tech and every seller a faster first draft of everything.
PHONES AND COMMS
If the phone rings and nobody answers, nothing else in this stack matters.
READ THIS BEFORE YOU CLICK ANYTHING
Some links on this page are affiliate or partner links, which means a vendor may pay us if you buy. Three things about that:
The money never changes the pick. We choose tools first, then check for a partner program, in that order, every time.
We run everything on this page in production at Secure Wealth IT. If we pull a tool from our stack, it comes off this page the same quarter.
Vendors we partner with across the stack include Level.io, Regentra, Helpt, Alternative Payments, Lansweeper, and Auvik. Each appears above only where we actually use it.
One more layer of honesty: Lansweeper also sponsors our content (see the sponsors page). We used Lansweeper before they sponsored anything, which is exactly the order it should happen in. Any tool that is both a stack pick and a sponsor gets flagged in its table row, every time.
If a tool ever earns a spot here it did not deserve, email harrison@growth-generators.com and we will look at it in the next quarterly review.
GET THE STACK LIST BY EMAIL, DISCOUNT CODES INCLUDED
You are not buying seven categories of software today. Drop your email and we will send the full stack list, the discount codes our partners give our audience, and a short note each quarter when a pick changes. One email now, four a year after. That is the whole deal.
WANT THIS STACK RUNNING IN YOUR MSP WITHOUT THE TWO YEARS OF TRIAL AND ERROR?
Join MSP Heroes for $97 a month and build it yourself with live help five days a week and every template we own. Our done for you build is parked right now while we rework it; if you want the stack built for you, reply to any email and we will point you right.