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Owned by Justin
An accelerator to Fintech design and deployment. Matching Fintech founders with financial industry professionals.
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RIA Operators
Public • 804 • Free
ProAdvisorSuite
Public • 293 • Free
19 contributions to ProAdvisorSuite
Apr 25 in
How's the new Prospecting category going?
I've spoken with several of the new prospecting companies now to find out what they do, how they do it, what they charge, etc. I'm wondering which of these you have tried / are using? What's been your experience?
Poll
5 members have voted
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9
New comment Jun 25
0 likes • Jun 25
Two cents…I think Finny will be a big player. In general, expensive category. Those who can afford, don’t. Those who need, can’t.
Jun 21 in
Rate and Review: Redtail Technology - CRM
We value your insights and experiences with Redtail Technology! Please take a moment to give it a star rating based on your overall satisfaction. After rating, feel free to share your detailed experience in the comments below. Your feedback helps other advisors and operators make informed decisions. In your comment, consider including: - Pros: What did/do you like most about this technology? - Cons: Were there any drawbacks or challenges you encountered? - Pricing: Was the pricing reasonable? Any hidden costs? - Overall Experience: How has this technology impacted your practice? Thank you for contributing to our community!
Poll
3 members have voted
0
10
New comment Jul 25
1 like • Jun 21
Nothing to get excited about, nor anything to complain about.
Jun 12 in
How do you create your IPS statements?
I did a demo of Andes Wealth today - I'm interested if there are other softwares that auto-create the IPS? There's not an "IPS" category on Kitces... :)
Poll
5 members have voted
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11
New comment Jul 23
1 like • Jun 19
Way back when…they were in my Word IAC as an addendum. If you started your RIA in the 2010’s, you know what I’m talking about. But logic tells you that an IPS is more fluid while your IAC contract is not. Some room for evolution here for a more dynamic IPS that can interact with Advisor/Portfolio Management systems. Love for someone to chime and and say: “Justin, done and done”
1 like • Jun 19
@Joe Moss StratiFi?
Jun 18 in
What are you doing for Cybersecurity?
Recently dived into the options around cybersecurity. There are only three listed currently in the Cybersecurity category on Kitces. Also, what's your understanding of compliance vs. cybersecurity?
Poll
7 members have voted
0
5
New comment Jun 19
1 like • Jun 18
Cybersecurity involves compliance for sure. The SEC wants to see that stuff. But since there is also reputation and legal risks along with the regulatory risk; cybersecurity should be a firm-wide concern.
May 31 in
CRM chat-bots coming soon!
I'll be adding this to the Ai directory soon, but wanted to share a demo video by Elara Technology on some future capabilities you can look forward to while interacting with your CRM data:
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New comment Jun 17
0 likes • Jun 17
This is the future of CRM. But again, still need to solve for “data-in”side of the equation.
1-10 of 19
@justin-bolmgren-4903
Financial Expert I The Ops-Pops I 2nd Most Important AI Advocate
Active 61d ago
Joined Mar 4, 2024
New York Area
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