About Follow Through
Follow Through is built for one purpose: to help financial advisors and wealth management teams maintain consistent, timely follow-up with prospective and existing clients. Advisors rarely lose relationships because of insufficient expertise—they lose them to competing priorities and limited capacity. Follow Through is designed to support that critical follow-up discipline without introducing another complex system to manage.
Founder & Product Leadership
Follow Through is developed by Beer Tech Studios LLC, founded by software engineer Tyler Penton. Tyler has been building software products since childhood and currently serves as a Senior Software Engineer for one of the largest healthcare systems in the world. That experience informs a disciplined approach to building applications where compliance, security, and reliability are not differentiators—they are the minimum standard.
Based in a community of financial advisors, planners, and wealth managers, Tyler has had a front-row view into the operational realities of advisory practices. While he does not provide financial advice, he brings deep engineering expertise to a focused problem: high-value prospects and clients too often go quiet simply because advisors and teams cannot consistently follow up at scale. Follow Through is specifically engineered to address that gap.
Beer Tech Studios was established to build products without artificial ceilings on growth and without the constraints of legacy corporate roadmaps. Follow Through is not a side project; it is built on modern, enterprise-grade infrastructure with a roadmap that supports individual advisors, multi-advisor practices, and large firms that require rigorous standards around data protection and performance.
What Advisory Firms Want to Know
Is Follow Through secure?
Yes. Follow Through is designed using principles derived from healthcare-grade privacy and security practices. Client data remains within the environment you control and is not sent to third-party AI services. The platform is built with a focus on data protection, confidentiality, and governance.
Will it scale with our firm?
Follow Through is architected to support growth—from solo advisors and boutique teams to larger organizations that require multi-advisor collaboration. The underlying infrastructure and product roadmap are built with scaling, reliability, and performance in mind.
Is this only for independent advisors?
Independent advisors often feel the operational burden first, so they are the earliest adopters. However, the platform is intentionally designed so that broader firm and enterprise deployments can be supported with minimal friction as the product evolves.
Who is responsible for the product?
Follow Through is designed, built, and maintained by its founder, providing clear ownership and accountability over every feature, integration, and user experience decision. Advisors and firms have a direct line to the person responsible for the product roadmap.