Changing AdviceTech Done Right #1

Earn 0.75 CPD here: 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Sacha is joined by Sacha Burchgart, Founder and Managing Director at Burcheart, and Vincent Holland, Co-Founder at Plutosoft. They discuss how advice firms should move beyond the “all-in-one vs tech stack” debate by using a single core advice/CRM platform as the engine of the business, supported by targeted integrations, strong data integrity, and thoughtful change management driven by the team. Sacha Burchgart LinkedIn: Burcheart Website: Vincent Holland LinkedIn: To see how Plutosoft can transform your practice, book a demo: General Disclaimer –

You can listen to Changing AdviceTech Done Right #1 online on Radio and Podcast. Open the player on this page to stream the available audio.

Changing AdviceTech Done Right #1 is an episode from XY Adviser by Ensombl.

This episode is 47:13 long.

This episode was published on Apr 14, 2026.

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