Onetime GM exec drives for growth in new career

We need to get a bigger piece of the pie,’ James Gallagher says.


  • By Mark Gordon
  • | 8:50 a.m. July 1, 2020
  • | 0 Free Articles Remaining!
Courtesy. James Gallagher's firm, Stuart Software Solutions, created Structured Income Planning System, SIPS.
Courtesy. James Gallagher's firm, Stuart Software Solutions, created Structured Income Planning System, SIPS.
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In the software industry, especially in the competitive world of catering to investment advisers, it helps to have an edge. James Gallagher’s edge is an escalade. And an avalanche.

Gallagher is president and CEO of Fort Myers-based Stuart Software Solutions. The five-employee company’s flagship creation is the Structured Income Planning System, SIPS Software. It’s a cloud-based subscription platform, Gallagher says, that provides financial advisers a concise planning tool to work with clients on "what if" scenarios. The software analyzes asset allocation, expected returns, taxes, inflation expectations and more.

 

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