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Our firm is currently set up with 3 person advisor teams - Advisor, Associate Advisor and Operations associate. We are looking at moving to more of a front office (client facing) and back office (trading desk and account paperwork) operational structure. We use Redtail, Schwab and are currently migrating from Morningstar to Black Diamond. I am wondering if you have recently transitioned your operations in this way? I am also wondering if your firm uses Redtail, how do you assign activities to a trade desk or a back office where there are multiple people who would be working off of one queue. We currently only see functionality in Redtail to create activities and assign individual people (not a group). I appreciate any suggestions you may have.

Hi. I’d love to hear how your firms are using Eclipse inside Orion for day-to-day trading and portfolio management. Specifically: - How do you exclude specific assets from the models? - How do you handle dollar-cost averaging (DCA) for large deposits? - Any workflows or tips you’ve found helpful for traring on this platform? Custodians: RJ and Schwab We’re refining our trading workflows and I’d appreciate any real-world insights on what’s working well for others.

*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!