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

I see several questions about switching CRMs over the last year. I am the decision maker trying to decide if make the investment in switching. These are my lingering questions: Has anyone completed a transition from Redtail to Wealthbox? What were your biggest challenges? What do you wish you would have known before making the decision to switch? Do you agree that your decision to switch was a good one? Is the switch just a matter of UI preferences or are there material differences that make the change worth it? Does Wealthbox do a better, same or worse job at managing client review dates/meeting reminders? Have the automations improved or are they still managed through an integration like Zapier? Does anyone use Wealthbox and SEI as your Custodian? Are there integrations between the CRM and Custodian that work well?