While there are a few surveys out there already on what types of products RIA's and other investment managers plan to implement, what type of product is your firm most likely to evaluate or implement in the next 12 months? Feel free to add other options in the comments or expand on your answers!

If you are an advisor or advisory practice with 2 or more team members serving a large set of clients and using email to communicate to your clients, you must look into our solution. After struggling with for over 15 years with this problem, I teamed up with Raja Abburi to come up with patented novel solution. Check our press article from CityWire RIA a few weeks back where our story was profiled. How an RIA and a former Microsoft exec teamed up to tackle email overload (citywire.com) We are having a Webinar on June 11th at 12pm in partnership with Redtail / Orion. Please register and check us out. Here is the registration link to the Webinar. Goodbye Email Overload. Hello TagInbox. (on24.com)

In the past I’ve paid for Adobe and more recently FoxitPDF. This was so I could edit PDFs. And to be clear, I’m not a PDF pro… but it was nice when I needed to add my signature to a PDF or combine 2 PDFs or extract pages from a PDF and be able to do all this on my screen without having to print and re-scan pages. A couple of months ago, I stumbled across a new PDF editor: https://www.pdfgear.com/ PDFgear is completely free and fully functional. Here's everything it can do: https://www.pdfgear.com/all-features/ I’m using it full-time now to view and edit PDFs and it does everything you might need it to. I don’t plan to renew my current FoxitPDF license. And I did a good bit of research before making this decision and they get solid reviews everywhere I’ve looked. Thought this might be of interest to some of you who are currently paying for PDF software.

Check this out: CRM: Bigin by Zoho Financial Planning: RightCapital Website, LMS, Scheduling, etc: Wix It's a CFP, but not an RIA.

Just because a category exists doesn't mean you need a tool in it. :) Here's an example of a smaller tech stack: Staff: 3 AUM: $13mil (majority of revenue comes from planning fees) Custodians: Schwab CRM: Redtail Financial Planning: RightCapital Portfolio Management/Reporting: TAMP uses Envestnet Tamarac, adding Orion Document Management: Citrix ShareFile Website: Wix Investment Data/Analytics: RightCapital, TAMP Scheduling: Calendly Tax Planning: CFS TaxTools Fee Billing: AdvicePay Phone System: Google Voice Password Management: LastPass Archiving: XY Archive Compliance/Cybersecurity: SmartRIA Retirement Planning: Savvy Social Security Risk Tolerance: PreciseFP Data Gathering / Forms: PreciseFP eSignature: Docusign Advice Engagement: N/A (Don't use one) Client Meeting Support: N/A (Don't use one) SMS Texting: N/A (Don't use one) Workflow Support: N/A (Don't use one) Estate Planning: N/A (Don't use one) Email Newsletter: N/A (Don't use one) Digital Marketing: N/A (Don't use one) Advisor Lead Gen: N/A (Don't use one) Advisor Reviews: N/A (Don't use one) Education Planning: N/A (Don't use one) Liability Planning: N/A (Don't use one) Healthcare/Medicare Planning: Other (Not Listed) Behavioral Finance Assessment: N/A (Don't use one) Prospecting: N/A (Don't use one) Held-Away Assets: N/A (Don't use one) Community: N/A (Don't use one) Also, firm doesn't do marketing, new business comes from referrals...