Because we do Simple IRAs, we have a lot of small, under $50k clients. We call them Tier 4 and those we are reactive and send them a letter once a year, identifying their risk tolerance, time, horizon and what portfolio they are in. I'm looking for the best way to get that to the clients by email securely. We use Redtail, we have GReminders, and FMG Marketing Suite. Anyone with any input would be great. Last year I used a plug in for Outlook but it turned the text to rainbow color.

Also curious if anyone has compared Zeplyn AI vs. Jump AI when used alongside Redtail? Any feedback or experience with either platform would be super helpful.

I was glad to find this on Simplicity Ops site today, I had forgotten whether it was something Redtail provided or an outside source. I just had one question, what is the difference between meeting preference and meeting type. Thanks for anyone's help.

I made a list of updated list of tools shaping modern advisory practices in 2025: 🤝 CRM (Customer Relationship Management) - Redtail (redtailtechnology.com) - Wealthbox (wealthbox.com) - Spaces (spacesos.com) - Salesforce Financial Services Cloud (salesforce.com) ⏱️ Time Savers / Administrative - Zocks AI (zocks.ai) - Jump AI (jump.ai) - Precise FP (precisefp.com) - DocuSign (docusign.com) - Thyme (thyme.is) 📊 Fund & Manager Research - Morningstar Advisor Workstation (morningstar.com) - YCharts (ycharts.com) 🧠 Proposals & Portfolio Analysis - Nitrogen (nitrogenwealth.com) - Orion Advisor Tech (orion.com) 📈 Financial Planning - Holistiplan (holistiplan.com) - eMoney (emoneyadvisor.com) - RightCapital (rightcapital.com) - Advicent (advicent.com) - MoneyGuidePro (moneyguidepro.com) - Asset-Map (asset-map.com) 💼 Custodians & Investment Platforms - Fidelity (fidelity.com) - Charles Schwab (schwab.com) - Betterment (betterment.com) - Altruist (altruist.com) - Advyzon (advyzon.com) - Black Diamond Wealth Platform (advent.com) 📞 Client Communication & Engagement - Finny (getfinny.com) - RingCentral (ringcentral.com) - Hootsuite (hootsuite.com) - Clinked (clinked.com) 🔍 Prospecting & Lead Intelligence

Anybody use all three? We presently use Redcapture which does not collect all the data we need. We want to have something that will fill all the fields we need into Redtail including beneficiary information. I have seen how FP integrates with Redtail and how GReminders integrates. Can anyone comment on how the three would all integrate if you use?