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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.
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Jill M Yaconiello
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5 points to level up
@jill-m-yaconiello-7824
Director of Marketing & Operations Smith Brothers Financial, LLC

Active 21d ago
Joined Feb 2, 2023
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