For those of you using AI for note-taking, do you require your client's consent before recording? We are putting together an AI Use Policy and are curious how others are handling this. Thanks.

Hi all - we're looking for a financial planning software that offers a free demo prior to purchase. Any suggestions?

Hi there, Is anyone on here using a service to automate the subscription document process for alternatives using the client data in Wealthbox? I reviewed the integrations list, and see Docusign listed but the underlying process is through Zapier and doesn't appear to actually form-fill from the CRM to Docusign. https://www.wealthbox.com/integrations/ Alternatively, the client is on Black Diamond, and I know SS&C offers a utility for this but it is likely costly and would still need to integrate the two applications. Thanks!

We are trying to find a scheduling solution (ex. Calendly, Zoom Scheduler) that will make it easy for us to offer times to clients/prospects that work for multiple team members. Anyone have a tool they like for this?

We are putting together our webinar calendar for 2025! Are there any industry professionals that YOU would like to hear from? Or topics you'd like to be covered? Please add your ideas to the comments section and we will reach out to them and hopefully feature their expertise on one of our upcoming webinars!