Automatic is almost always better than manual, there’s less room for user error, the information stays more up to date, and it’s much more efficient for the team overall. Which software you’re currently using to host this information?

eMoney can absolutely help here, even though it is known more as a financial planning tool than a portfolio management tool. eMoney is not a true portfolio management system like Orion, so it will not handle trading, billing, performance reporting, or rebalancing. However, it is very strong at account aggregation, meaning it can automatically pull balances and holdings from custodians and financial institutions. That is a core part of how eMoney keeps plans current, and it is usually far more reliable and efficient than manual entry. The best path is typically to get the feeds clean and stable in eMoney first, and then confirm whether Redtail is pulling balances from eMoney, from the custodian directly, or through your broker dealer integration. The fix depends on where the sync is breaking. Manual entry is usually best as a temporary workaround only if the feed issue cannot be resolved quickly. Troubleshooting steps that usually pinpoint the issue: 1. Identify where Redtail balances were coming from previously, whether that was eMoney, the custodian, or a broker dealer feed 2. In eMoney, verify accounts are actively aggregating and not showing an error, needing credentials, or stale 3. If eMoney feeds look good, check that the Redtail integration is enabled and syncing correctly 4. If possible, test with one or two accounts first to confirm the data flow before rebuilding everything

The biggest one we see is operational inefficiency (stuff falling through the cracks) which comes from not using your CRM as the hub of your business

Hi, @Melissa Weber! Pulling reports for Activities by Contact, Workflow and Workflow Task, Opportunity by Stage, and AUM totals for each client segment is a great place to start. Looking at both activity volume and pipeline movement give a clearer picture as to what is currently going on within the business and capacity for future production.