Hello everyone. This is my first time using the chat. Does anyone have a workflow for RMDs that they can share? Thanks in advance.

Hello! What are your firms using for data gathering? We would like to collect the data and have the client attest or sign the information is true and valid. I know this information is entered in the CRM and I know it is entered in the custodian’ platforms for account opening as well but we would like to store that date gathering signed document on our side (not the custodian’ platform). Thanks.

Hi. Does anyone here run a shared service model where specialized CSAs (for example: onboarding, annuities & insurance, financial planning specialists) assist multiple advisors? We’re an RIA with ~$3B AUM and this specific group has 8 advisors - 4 CSAs. I’d love to hear: - How tasks are being routed to the right specialist (queue, CRM, other workflow system?) - Whether the advisors communicate tasks via CRM directly, or if there’s a central process / intake system that streamlines requests. Curious how others have structured this and what’s working well (or not). Thanks!

Also curious if anyone has compared Zeplyn AI vs. Jump AI when used alongside Redtail? Any feedback or experience with either platform would be super helpful.

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.