No one at Yes Wealth Management has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Yes Wealth Management'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.
