Activity
Mon
Wed
Fri
Sun
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
What is this?
Less
More
RIA Operators
1.2k members • Free
1 contribution to RIA Operators
19d •
In search of new tech: Accounting and MSP
Hi there - I work for a small hybrid RIA firm - custodian is LPL Financial, CRM is Red Tail. We are looking for a new Accounting Solution for commission payout that can handle splits, eliminate redundancies and manual work. Also, we are searching for a new reliable IT vendor as well. Would love any feedback folks have :) Thank you - Jill Y.
0 likes • 11d
@Chris Gure I can second the recommendation for Artisan / Maestro / Repertoire for commission calculation. We have had a great experience with their team. Great support for onboarding and ongoing training to get everything set up and running correctly.
1-1 of 1
@jason-lindquist-5330
Direct investments (and trading), oversee billing, collaborate on compliance, and do a bunch of other stuff at a $110 AUM (and growing) RIA.
Active 21h ago
Joined May 6, 2023
Powered by