Tech stack
No one at Opus Financial Solutions LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Opus Financial Solutions LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $147M held · filed Jun 2024
Planning Light
Client Data Gathering
Digital Marketing
