Know every vendor
A single inventory of apps, owners, costs and renewals.
For financial & advisory firms
Your firm runs on dozens of tools. Do you know which ones touch client data?
Stack Sixth gives operations leaders a verified view of every app, who has access, what it costs and what renews next — without an IT department or enterprise SSO.
The stack you're managing
Advisory firms add software one need at a time — CRM, planning, portfolio reporting, practice management, e-signature, video, archiving, and now AI tools. Nobody owns the whole picture.
CRMFinancial planningPortfolio reportingPractice managementTax softwareE-signatureVideo meetingsEmail archivingAI assistants
Why firms use Stack Sixth
See who has access
Evidence-graded access and usage, including former staff.
Support vendor oversight
A documented record of the service providers your firm relies on.
Stack Sixth supports vendor inventory and oversight work. It is not a compliance product and does not replace your compliance program.
CFO and CPA firms: once your own stack is under control, offer the same software spend review to every client.
Explore the Partner Program