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.

🚨 We’re Hiring: Sales & Marketing Specialist!! 💻 Remote | 💰 $70K base + 5% commission Simplicity Ops is growing, and we’re looking for a dynamic, AdvisorTech-savvy professional to take the lead on sales and marketing. In this role, you'll: ✅ Run all intro calls and sell our $3K Operational Assessment ✅ Own our email campaigns, LinkedIn, IG, and X presence ✅ Host webinars + community events ✅ Help drive growth by turning interest into impact We’re looking for someone who understands the RIA ops, knows how to connect with financial advisors, and loves both the strategy and execution side of sales & marketing. Check out the attached job description and explanation of benefits! If this sounds like you, please send your resume and a short note about why you’d be a great fit to 📧 [email protected]!!

Our firm is focusing this year on ways to elevate our client experience. What are some items your firm does that you believe elevates the overall client experience?

I made a list of updated list of tools shaping modern advisory practices in 2025: 🤝 CRM (Customer Relationship Management) - Redtail (redtailtechnology.com) - Wealthbox (wealthbox.com) - Spaces (spacesos.com) - Salesforce Financial Services Cloud (salesforce.com) ⏱️ Time Savers / Administrative - Zocks AI (zocks.ai) - Jump AI (jump.ai) - Precise FP (precisefp.com) - DocuSign (docusign.com) - Thyme (thyme.is) 📊 Fund & Manager Research - Morningstar Advisor Workstation (morningstar.com) - YCharts (ycharts.com) 🧠 Proposals & Portfolio Analysis - Nitrogen (nitrogenwealth.com) - Orion Advisor Tech (orion.com) 📈 Financial Planning - Holistiplan (holistiplan.com) - eMoney (emoneyadvisor.com) - RightCapital (rightcapital.com) - Advicent (advicent.com) - MoneyGuidePro (moneyguidepro.com) - Asset-Map (asset-map.com) 💼 Custodians & Investment Platforms - Fidelity (fidelity.com) - Charles Schwab (schwab.com) - Betterment (betterment.com) - Altruist (altruist.com) - Advyzon (advyzon.com) - Black Diamond Wealth Platform (advent.com) 📞 Client Communication & Engagement - Finny (getfinny.com) - RingCentral (ringcentral.com) - Hootsuite (hootsuite.com) - Clinked (clinked.com) 🔍 Prospecting & Lead Intelligence

Hi all, We're evaluating tech soltuions to streamline paperwork via Docusign, as Schwab digital onboarding has issues in many places, so wanted to see what everyone is using and how they feel about as we dive deeper. Forms Logic Quik! Docusign (manual) Laser App Other..