Tech stack
No one at Patterson Partners LTD. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Patterson Partners LTD.'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
Interactive Brokers
Per Form ADV · $27M held · filed Oct 2024
Client File Sharing
Schedule Apps
