Email Configuration · RIA Operators

Email Configuration

Our office is growing from a few independent advisors to Team(s) of advisors. One debate we're having is the best way to handle email access. It's great having a support advisor have access to senior advisor emails, so they can monitor and reply. The downside they get exposure to all emails including HR and personal emails not for their eyes.

I'm curious what processes &/or tech other firms are using to manage client related emails among team's of advisors?

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