@Duane Bolinger unfortunately there's no PAS system that has figured out reporting on any non-securities based annuity products - the blame there is more on the annuity companies than any PAS vendor. At best reporting providers will offer manually updated accounts which still require ongoing work on the broker/advisor's end - an imperfect solution. PAS providers live and breathe based on data feeds (and reconciliation) and there's one off solutions (I believe Black Diamond has feeds with Allianz and Pac Life for instance) but nothing that will aggregate account data across multiple different insurance companies on an ongoing basis. Depending on how focused your fixed business is on specific carriers, it may be worth checking in with them to see if they do have any data feeds with PAS providers but I'll caution you that the majority of data feeds have been focused on the FIA marketplace. Depending on the firm and how they work with clients, I've seen a lot of firms leverage their planning software to show the "value" of annuities but again that's more from a planning perspective than from a reporting standpoint. Specifically I've seen MoneyGuide and RightCapital do a good job of this. The reality is most firms blend planning and reporting to some degree for their client facing work so I see this as the best possible option until these annuity companies decide to join the 21st century and figure out how to get data feeds set up.

@Kayla Berger I'm surprised more firms don't use digital account opening with custodians, but it's often simply just the result of years of "muscle memory" in filling out forms. To @Marcella Toronto's point - the major custodians have definitely made some steps forward in recent years and it's worth checking with your RM to see what's new there. There's still a handful of outlier account types that don't flow through custodian's digital account opening, but for the bulk of most RIA's new accounts - they should be covered. Wealthbox's integration with Schwab and Fidelity's account opening works well if you're using your CRM as the "source of truth" for client/prospect data - I've attached a quick look at the fields that can be pushed into the respective custodian's system. Last year Schwab released statistics about NIGO's for paper vs. digital - "Digital onboarding reduced errors from a typical rework rate of 33% for paper forms to less than 5% with the digital tool." If this doesn't nudge more firms to use digital account opening...not sure what will...

@Kayla Berger I'd say it's worth a deeper dive if it's been a while - their "digital envelope" process has improved quite a bit, a couple specific additions being the ability to add firm documents (pg 22-23) and monitoring "what's out there" (pg 27) as these can be time savers. There's newer entrants in the custodial space, specifically Altruist, that have really streamlined the account opening process in terms of time for data entry. Most firms get comfortable with Schwab Advisor Center as time goes on, but often only in the areas they "live" on a consistent basis, so I always encourage teams to check out "what's new" in SAC a couple times a year.

Managing multi-generational family relationships as an advisor/firm - Reporting - Billing - Communications/Marketing Lot of ways to take this conversation, but something that comes up all the time with firms wondering how to use tech to better serve current clients and market to the "next generation"

In the PAS world - Addepar and Black Diamond both have a strong lineup of data feeds for Alts and I'd give Addepar a slight leg up given their background in the FO/MFO space. That said, these are completely new systems versus an overlay with Orion and shifting PAS systems can be a lot. BAA doesn't have any reporting features - it feeds into existing PAS systems and the data is spotty especially in less liquid assets and especially with non-traditional asset classes. It's nice for bringing in "outside" accounts, but it's an imperfect solution at best and often requires ongoing oversight and review for broken data links. Also may be worth looking into Canoe depending on the type of Alts your firms are using - they would plug into an existing PAS system from a data feed standpoint. Reporting on Alts has taken some serious steps forward in recent years, but it's still a relatively new space and maturing quickly. It's also typically either a very manual process or quite expensive to bring in an aggregator like Canoe but depending on the firm and depth of their Alts usage, it can make sense. Hope this helps!

hey @Kelly Allan! We sure can bring over all your notes - here's a little deeper dive into the migration process happy to help walk you through the process further - let me know!