Web Consultant Familiar with RIAs?
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?
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3 comments
Terry Herr
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Web Consultant Familiar with RIAs?
RIA Operators
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