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RIA Operators
Public • 820 • Free
47 contributions to RIA Operators
30d ago in
Client scheduling software
We are kicking around a client scheduling software. Who do you use and does it integrate easily with RedTail/Wealthbox? Who should we steer clear of?
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New comment 20d ago
Oct 23 in
Smarsh VS Global Relay
which one do you use for email archiving and why?
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New comment Nov 1
1 like • Nov 1
Thank you everyone for your comments. Just so you know, we are just looking for email archiving. We are a small office with 3 people right now. I will have the decision maker look into the suggested products.
0 likes • Nov 1
@Teresa Burch Very helpful, thank you!
Sep 19 in
Redtail to Wealth Box
We are finally pulling the plug and converting to Wealth Box. Our go live date is October 14th. What should I know? What should I be doing now? I think we are in a good spot, but I am nervously excited!
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New comment Sep 23
1 like • Sep 23
@Joe Moss I think that is a little robust for us. We would only be using the CRM portion of that program. The rest would go to waste. Our BD takes care of our billing and client reporting and we are not authorized to use anything else. I do not see us moving from our current BD. Thank you for the recommendation.
0 likes • Sep 23
@Jessica Jones Thank you! We will be keeping things lite for a bit.
Feb 23 in
Redtail Uploads
Hi! Has anyone come up with a best practice format for how document uploads should be labeled for ease of access and would you be willing to share? Currently we are doing it "LASTNAME_FIRSTNAME_DOCUMENT OR COMPANY NAME_ACCOUNT#_DATE" While this works fine, it is a bit inconsistent and I'd like to create an across the board process for onboarding new staff etc. Thanks in advance!
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New comment Feb 29
2 likes • Feb 29
@Courtney Riggin This is the format our firm uses as well!
Feb 5 in
🥳1 Year of RIA Operators!
Happy 1 year RIA Operators Community! A BIG shoutout to each of you for making this community such a great place to collaborate, learn and grow. To celebrate this milestone, we are offering a special discount! 📣10% off our Simplicity Experience - we will build out your CRM system, organize the data, teach your team how to use the system effectively, create processes to deliver a proactive client experience and write custom workflows. 📆Use this link to schedule a call and let's take your operations to the next level. *Offer only valid for the month of February
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New comment Feb 6
1 like • Feb 6
Thank you for your vision!
1-10 of 47
Active 2d ago
Joined Feb 15, 2023
Cleveland, Ohio
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