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RIA Operators
1.2k members • Free
4 contributions to RIA Operators
Jul '23 •
NoteGenius by Pulse360
Automatically organize your summary notes, create tasks to sync to your CRM, this is worth checking out!
1 like • Nov '24
@Joe Moss Does Simplicity use Pulse360, or do you have any clients that might be willing to share their experience?
Oct '23 •
Is VRGL in your Tech Stack?
Does anyone use VRGL currently, or are you exploring it? Looks like an intriguing tool for Client Acquisition and Proposal Management, with easy-to-read client-facing analytics. Wealth Management Technology | VRGL (vrglwealth.com)
0 likes • Oct '23
Hi @Cory Jackmuff, Thanks for the feedback!! Did you do a POC demo first, or jump right in with the annual contract that includes the free trial? I would love to test it first and not be tied into any type of commitment or drawn-out set up.
May '23 •
Asset-Map
Hi! I was wondering if anyone is using Asset-Map, and what they find to be the best use scenarios and benefits for both current relationships and prospects. Thanks!!
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May '23 •
RIA Operators AdvisorTech Stack
It's been on my to-do list for a while, and several people recently asked for something like this, so I increased the priority and got it done! At least a preliminary version. Hope you enjoy! @Doris Green @Russ Thornton @Cory Sims Full article here. Feel free to come back here to discuss after reading.
0 likes • May '23
Thanks, @Joe Moss ! Great summary of everything that's out there! Our B/D does not permit Teams for chats, but we use it for Project Management with the Tasks by Planner and To Do app. Do you use Teams for anything other than internal chat? What do you use for project or task management that is not client related, i.e. business/entrepreneurial functions?
1-4 of 4
Active 123d ago
Joined Mar 31, 2023
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