What software is everyone using to track high level projects. We have one team member who does not like Asana.

For those of you using AI for note-taking, do you require your client's consent before recording? We are putting together an AI Use Policy and are curious how others are handling this. Thanks.

Curious how others use RedTail to track their last conversation with a client. Thank you, Brenda

Does anyone use 1Password (or a similar platform) to have clients share passwords with you? We hold client un/pw's (we claim custody for this reason) and are curious how others obtain credentials to client accounts other than via screen sharing. Thanks. Brenda

Hi all! I’m currently in the process of building out a tech platform for my firm that is transitioning away from the B/D world and starting our own RIA in August. My life is full of demos and visually mapping all the different tools that we have access to but with so many options, sometimes “analysis paralysis” kicks in 😵‍💫 Next item on my list is texting and achieving for the advisors on our team. Major Priorities: Modern UI, Easy to Use, Integrated and Relaiable CRM: After tons of demos we elected to go with Wealthbox for our CRM. Loving it so far and spending time in the weeds of building out all of our workflows now. Texting: I’ve explored solutions from Zoom, Global Relay, Smarsh, Redtail and CurrentClient. Archiving: GR, Smarsh and Presults Here is was I’m leaning towards: CurrentClient and Presults. These two have an integration so all texts through CC would be able to be archived by Presults. CC also has an integration with Wealthbox so data is synced and communication is logged. Both platforms have a modern UI. My concern is that both are relatively new players so I’m wondering if anyone has any experience they can share (good or bad!). I welcome any other recommendations or thoughts as well!