Tech stack
No one at Socrates Financial Planning has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Socrates Financial Planning's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms.
Schedule Apps
Advisor Lead Gen
Website Builders
Service providers
The firms Socrates Financial Planning works with. Tools marked “spotted on their website” are linked from or built into Socrates Financial Planning's own website (a client login, a scheduling link, a form).
Independent RIA Support