We sit down with Mohan Gurupackiam, Chief Information Officer at Steward Partners, to explore how smart tech strategy can fuel advisor success. Mohan explains why Steward avoids one-size-fits-all solutions, instead building a flexible stack shaped by advisor feedback, evolving business models, and demographic trends. With a strong data foundation and a focus on usability and cost efficiency, the firm prioritizes tools that align with how advisors actually work.

Mohan also shares how Steward is streamlining operations through custodian-agnostic platforms, transparent workflows, and AI tools like StuBot that simplify support and training. Rather than replacing advisors, he sees AI as a way to eliminate friction and boost efficiency, especially in research and portfolio construction. His approach is grounded in listening, staying nimble, and keeping the advisor-client relationship at the center of every tech decision.

Resources: Steward Partners

Source