Has anyone tried any of the tools available for this? I've been thinking about an "AI-first" advisortech stack and task and calendar mgmt. is obviously an important one - I don't know of any industry-specific CRM at the moment that incorporates AI like this, so looking outside the industry for now: https://www.usemotion.com/

Starting to work on a data strategy framework for RIAs. What I would like to know, what do you want do with your data, but you can’t? This can be across all aspects of your firm (I.e, CRM data, facial planning data, client communications dat, etc.)

Hello! Welcome to the ProAdvisorSuite Reviews community. The goal of this community is to help you navigate all the advisortech options, try out new tech, and learn from your peers. Start by checking out these links: - Vendor Partners - AdvisorTech Classroom - Chat with other Members To kick things off, please comment below introducing yourself. Let us know: 1. Where are you from? 2. Why did you join this community? 3. What project are you currently focused on? See you in the comments!

I'm starting to talk with more tech founders these days, looking for a solution to solve for advisors. I've been asked a similar question twice in the past two days: "If you had unlimited money, what would you solve?" 1. Tech stacks are too complicated, advisors have too much tech, are paying too much, and are underutilizing what they have... so possibly a software/framework to manage the stack - you put in each tool you're using and what you're using it for and identifies redundancies, holes, opportunities to save money, and opportunities for additional training - then maybe pairs with a network of tech consultants to help solve specific problems 2. Integration - the data shared between the 15-20 tools in a tech stack needs to flow seamlessly. Like maybe there should be a financial planning data standard, and all tools are built with the same fields in the same structure so data can flow between tools more easily... like standardizing the traffic lights, rules, signs, lane widths, etc across the country Then... once that gets solved... advisors will have the money, capacity, time to adopt new and better solutions and ya'll can innovate to infinity and beyond.

Is anybody aware of an existing tool for storing manager research data (that's not just "in your files"). We are thinking of creating our own database for our research, but don't want to reinvent the wheel if there is a tool we can use. Looking for something that can store manager meetings notes, manager and fund summaries, creating rankings, house scorecards (and keep a record of how the score has changed over time), etc.