We currently use eMoney, but are looking at adding the Orion stack to our Redtail. Does anyone have experience with Orion's planning software? Does it allow you to create life insurance illustrations?

We are looking at updating our Redtail by adding Orion. It is never fun to switch software, but before we go all in with Orion . . . does anyone on here use the wealth management tools? Thoughts? how does it compare to eMoney?

Wondering about what everyone thinks about AdvisorStream? We are currently using Levitate.ai, but wondering if the content is better with Advisorstream - and compliance?

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!

I am looking for a way to get more accounts to download into Redtail. Does anyone know if Jackson, Equitable, Lincoln has the ability to integrate with Redtail?