Greetings all! Our firm ($317M / 386 HHs) is considering a move away from Orion for a couple reasons: 1. This 8.9% upcharge for "out of pocket third-party expenses"; and 2. The platform is overkill for us - we use their Billing, Reports, Client Portal, Compliance, and Queries; and not much else. We use iRebal and Schwab Advisor Center for Rebalancing and Trading. In our due diligence, all three of Advyzon, BD, and Tamarac have seemingly better versions of all of those services. The big differences left are pricing and ease-of-use. Advyzon can replace both Orion and Redtail with their all-in-one platform - but will it be robust enough for us as we grow? (10%-15% per year) Black Diamond Reporting is very comprehensive and sleek, but we don't want to go back to Salesforce CRM. Tamarac has it all, but feels very similar to Orion and their CRM is more costly than Redtail. Will they be overkill for us as well? Is there anyone who has done this research already and made the move from Orion to any three of these other options? I'd like to know if you're satisfied with the move and if the transition was smooth. TIA!

This is a bit of a duplicate post, but based on replies I am refining.... We use Redtail and have a subscription to Mailchimp. I am have challenges with setting our Redtail tags/groups to go into the Mailchimp audiences, segments and tags. I ended up with several extra Audiences which tripled my bill from Mailchimp. (They did credit me back). We also use Advisorstream and Emoney Bamboo which allows for email lists to be pushed into their systems via integrations. Does anyone have a consultant or know how to set up Redtail in a way that they can be pushed into the above systems so we can select which group (status, category, tags or quicklist) gets an email. Sometimes it's everyone, other times it would be kids of clients, plan participants or only clients. I've asked Redtail for help but I can't seem to get someone to reply. I'm looking for a geek who can either show me how to set this up in each system or do it for us.

I'm looking for a web/tech consultant who can review the communications systems we use and clean them up so they integrate better. We need someone who will actually do the work of improving/updating the integrations (web forms, email list, etc.) and not tell us what to do. We use Redtail CRM, Zoom, Mailchimp, Advisorstream, MyRepChat (new), TwentyoverTen (website only) and Calendly. We also use Advyzon for portfolio/billing and Calendly. I think we can greatly improve how these all work with each other, we just don't have the broad knowledge across the different platforms to make it happen. Does anyone have a consultant or internal employee we can hire to help us?

I'm looking for an archive service to cover web, email, social media and text. Has anyone compiled a list of services that cover our industry and their price points? I find it frustrating to schedule demos without having some idea of the price points.

We currently only use accommodation texts with our clients/prospects. However, there's obviously an advantage to using text messaging especially for various reminders. Would love to hear what other RIAs are using and pros/cons. GIF for TYIA