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ProAdvisorSuite
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RIA Operators
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2 contributions to RIA Operators
Jul '23 in
Tech Stack Overlays
I've come across a few "tech stack overlays" recently and wanted to start building a knowledge base around them. From my understanding, using APIs, they feed data from your CRM, Financial Planning, Billing, Research, etc tools into one unified dashboard/database and then use that platform to create an advisor portal / client portal. It doesn't take the place of the underlying tools, but compiles their data into useful ways. Some of them are: Milemarker @Kyle Van Pelt AdvisorOS by Summit Wealth @Deleted AdvizorStack @Paul DeMaio We'll be setting up a demo of AdvizorStack in the near future. What questions do you have about these solutions?
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New comment 7d ago
0 likes • Oct 18
@Nico DeMaio have you made any progress with Addepar over the past year?
Feb 27 in
Start Here
*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!
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New comment 14d ago
2 likes • Oct 18
Hi All, "Allow myself to introduce...myself." I'm Howard Wilson, a 20 year financial services operator. I function as the COO, CFO and CTO for a $2.5b RIA located in Los Angeles. We have successfully operated without a fully functional CRM but I'm seeing some cracks in ops without it. Admittedly,I have an awful track record with CRMs; 2 strikes so far with Salentica and Practifi and we are exploring the usual suspects to find a forever home. Has anyone put together an RFP to CRM consultants? I'm currently mired in evaluating the native functionality of a CRM vs the shiny offerings from 3rd party vendors that require a PHD in integrations to successfully deploy. I geek out on AdvisorTech and its influence on operational efficiency and I would love to compare notes on practice management. I'm seeking safety in numbers and looking to be a resource to the group.
1-2 of 2
@howard-wilson-5868
COO @ HCM. Looking to modernize, learn, and contribute to this community
Active 13h ago
Joined Oct 15, 2024
ESTJ
Los Angeles
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