I met with an advisor today that is looking for a solution for clients to see where they are in the process / what topics have been covered, like a digital roadmap. Has anyone seen something like this? Also for the purpose of showing clients your work, showing your value...

Happy Monday! I think it's time for another tech category poll, so today its websites!

A very important part of the tech stack we haven't talked about too much yet! So much of RIA ops has to do with the custodian. What's your main custodian? Are you content with it? Considering a switch?