Happy Monday!! We're reevaluating our current VoIP provider (Vonage) and would love to hear what others are using. Looking for something reliable, good call quality, easy to manage. Would appreciate any feedback on what’s worked (or hasn’t) for your firm. Thank you!

Happy Friday, y'all! I've been using Calendly for years, but haven't integrated it into Wealthbox. It's worked well... Considering a move to Greminders instead of trying to duct-tape together something with Calendly + Zapier + Wealthbox Anyone made the switch? Have any feedback? Also, I think - based on what I've seen - that Greminders might be able to also replace Knudge for automated client tasks like inviting them to schedule their 6 month strategy meeting or requesting their tax return annually, etc. through their automations: https://www.greminders.com/product/automations Welcome any thoughts or feedback from anyone using Greminders for scheduling, automations/client tasks & reminders, and integration with Wealthbox. Thanks!

Good afternoon everyone and happy Good Friday. I’m looking to gather some input on best practices for securely sending and receiving client PII. Up until now, our firm has primarily used password-protected PDFs and secure upload links for exchanging sensitive client information. However, we’ve recently upgraded our Microsoft subscription, which now includes encrypted email capabilities. After confirming with compliance, we’ve been advised that this method meets regulatory standards as well. I’m curious what methods other advisors here are using. - Do you have a preferred method for sending/receiving PII? - Have you adopted encrypted email as a standard, or do you stick with portals or password-protected docs? - Any tips or best practices you’ve found helpful in communicating securely with clients? Thanks in advance for your input—I really appreciate learning from this community.

Who does everyone use for Compliance? We are looking to remove ourselves from Comply?

Good afternoon everyone. I am puzzling through an improved operational process to complete the required rollover disclosures and documentation required by PTE 2020-02. We currently utilize a .pdf form that we review with the client and then collect an e-signature though Adobe E-sign. I am hoping there is a more templated process that I can create either in GReminders, Thyme, PreciseFP, etc that would make the process smoother for our firm and the client. (I am not yet a Precise FP user, but on their public facing pages it doesn't appear they have any workflows regarding PTE 2020-02.) Does anyone have a process they use and are willing to share that might be an improvement for the client-facing step and also improve the PTE 2020-02 annual review that has to be done. Thanks in advance.