Search firms, advisors, systems…⌘ K
Portfolio live
Deal 03 · Stack discovery
Juniper Bend Advisors
Closed Jul 25, 2026 · Led by Owen Brooks
Stage 2 of 7
Stack discovery
AUM$150M
Advisors2
Households190
Days in stage8 / 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. | |
| Outlook + spreadsheets | CRM | $0 | — | undecided | 86% | Awaiting integration lead approval. | |
| Morningstar Office | Portfolio accounting | $24,000 | Nov 30, 2026 | 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.
9
S. Ortega$56M book · checked in Aug 7, 2026
Weekly office hours scheduled through cutover.
6
D. Knox$62M book · checked in Aug 3, 2026
04 · Change
Milestones
Planned versus actual cutover sequence.
Milestones are sequenced once rationalization is approved.