Anybody know any specialists in managing integrations with PreciseFP? It’d be great if they have experience managing the API endpoints with eMoney + Salesforce.

Hello all. I am doing some research for a client who is looking into Jump or Zocks. I have been down a few rabbit holes and wondering any thoughts and opinions here on either of these platforms. I also heard a lot about Quin.

I was doing extensive research on the latest tech for AI this weekend and having multiple conversations and then had this urge to write something about it... Ended up spending the entire weekend writing this white paper on where I think the AI space in general, and current bottlenecks specifically for RIAs. Figured I'd share it here in case anyone is interested in reading it! It's a 10-15 minute read. Feel free to give some feedback in the comments! Side note: gave a shoutout to @Joe Moss in the paper because the question he asked during our podcast basically triggered me to go this path. Second side note: the movie I reference is a really good one for those of you concerned about how AI will impact our world generally. Highly suggest you watch!! I talked a bit about the movie at the beginning of my piece

@Joe Moss may not love hearing this, but I integrated Claude into Microsoft office. Now, I feel like a fintech super hero, and I’ve only played around with PPT…. I had the vision and Claude helped bring it to life!

Full write-up on Substack here. - Email/Calendar/Documents - Google Workspace - Phone/Texting - CurrentClient - Video Meetings/Scheduler - Zoom + Zoom Scheduler (or Calendly) - Prospecting - LinkedIn + Become Unforgettable community - CRM - Slant CRM or Altitude CRM - Community - Skool - Niche Video Podcast - Skool/Substack/YouTube - Website - Aryze Design/Webflow - Bookkeeping/Accounting - Mercury / Puzzle