Activity
Mon
Wed
Fri
Sun
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
What is this?
Less
More
3 contributions to RIA Operators
FINTRX vs AdvizorPro
Hello everyone! Curious if anyone has experience using either of these technologies? Anything you can share - pros/cons would be greatly appreciated. TIA!
Wealth Management Edge 2026
Happy new year! Thinking about attending this conference in June and was wondering if anybody could share their experience if they’ve attended and if it’s worthwhile to go. TIA!
Start Here
*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!
2 likes • Dec '25
Thanks for the invite, Kate and great to be a part of this community!
1 like • Dec '25
Welcome, Melissa!
1-3 of 3
Chris Proulx
1
1 point to level up
@chris-proulx-5685
TBD

Active 9d ago
Joined Dec 1, 2025
Raleigh, NC
Powered by