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RIA Operators

Public • 804 • Free

12 contributions to RIA Operators
529s
Anyone doing 529s and if yes, who with. Our custodian isn't interested.
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New comment 9h ago
Axos Advisor Services and Redtail
I just attended the client success panel for Axos. Years ago they started and integration so that you could open a new account from Redtail with the Axos Integration. That was many years ago and then it didn't go any further. Now Axos has created the APIs so things like being able to have a 360 on things like address/contact info changes would only need to be entered in one place. We are looking for the best way to contact Redtail to help in that capability. Axos has hired several upper level TD people recently who would like us to be able to do most everything with them through our Redtail rather than jumping back and forth and entering twice.
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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 19d ago
0 likes • Oct 10
@Jacob Rich My sister-in-law lives in the Holladay area
2 likes • Oct 10
Hi I'm from Seattle Washington our RIA firm contracts with Community Banks and co-employ IARs and insurance agents in their branches. I wear many hats, I'm not the CCO in name but am everything CCO, Operations, Redtail, Axos Advisor Services, the CFO you name it. The firm has been around since 2004. I came on in 2015 and introduced them to Redtail. For years our largest bank's IT department wouldn't let their employees use Redtail, finally a few years back they let them adopt but now I'm trying to get Redtail really built out.
Smartria
Hi, is anyone else using Smartria? My firm and I just started using it. We will be registering with the SEC soon.
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New comment Sep 23
0 likes • Sep 23
Yes we use SmartRIA. We've used it for a few years. Support especially from Tom is great
Redtail best practice for attending Zooms
We have quarterly Zooms with Dimensional Funds for our clients, How do people who use Redtail note that in the contact record, Note, Activity, Tag etc.?????
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New comment Sep 17
0 likes • Sep 17
Thanks for you reply, Redtail got back to me and suggested that I add a tag for each webinar. Good idea to add a note once I pull all of those up
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Nikki Whittle
2
14points to level up
@nikki-whittle-3034
Operations Manager at Elliott Cove Capital Management

Active 10h ago
Joined Nov 29, 2023
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