Search firms, advisors, systems…⌘ K
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Deal 02 · Stack discovery
Cedar & Main Financial
Closed Jul 27, 2026 · Led by Owen Brooks
Stage 2 of 7
Stack discovery
AUM$180M
Advisors2
Households210
Days in stage7 / 10
Days of disruption—repaper → login
Advisor risk0No flagged books
01 · Technology
Stack & rationalization
One proposal, human approval, deterministic execution.
Annual run-rate identified—
Run discovery again| System | Category | Annual cost | Contract end | Disposition | Confidence | Decision rationale | |
|---|---|---|---|---|---|---|---|
| Schwab Advisor Services | Custodian | $0 | — | undecided | 86% | Awaiting integration lead approval. | |
| Wealthbox | CRM | $9,000 | Jan 31, 2027 | undecided | 86% | Awaiting integration lead approval. | |
| Orion | Portfolio accounting | $26,000 | Jun 30, 2027 | undecided | 86% | Awaiting integration lead approval. | |
| RightCapital | Planning | $4,800 | Dec 31, 2026 | undecided | 86% | Awaiting integration lead approval. | |
| Excel billing | Billing | $0 | — | undecided | 86% | Awaiting integration lead approval. |
02 · Data
Data integration
Conversion status by domain. Performance history and cost basis carry the real risk.
Data conversion begins in the Migration stage.
03 · People
Advisor experience
Retention risk, with a name and a book attached.
8
L. Wren$68M book · checked in Aug 7, 2026
Weekly office hours scheduled through cutover.
9
S. Ortega$75M book · checked in Aug 3, 2026
04 · Change
Milestones
Planned versus actual cutover sequence.
Milestones are sequenced once rationalization is approved.