I’m exploring the advisor tech stack more closely and trying to get a sense of which CRMs are most commonly used in the RIA space. I’m specifically interested because I’m focusing on building automations for advisory firms — and I want to study the platforms you rely on most so I can create meaningful, time-saving workflows (think onboarding, follow-ups, reviews, etc.). Would love to hear what CRM you’re using (e.g., Redtail, Wealthbox, Salesforce, etc.), what you like/don’t like, and where you wish it worked better. Thanks in advance — this will help me focus my study and product development in the right direction.

*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!

Hello! Welcome to the RIA Operators community. The goal of this skool is to unlock the best version of you and your RIA. It's taking the initiative to recognize there is a need for improvement, and moving forward with the changes. It's about being driven rather than complacent. ~@Katherine Beltran Start by checking out these links: - Classroom - Roadmap - Mission - Resources - RIA Operating System - Work with Simplicity Ops To kick things off, please comment below or create a post introducing yourself. Let us know: 1. Where are you from? 2. Why did you join this community? 3. What project are you currently focused on? See you in the comments!

Hi All, For perspective, I work with RIAs in various capacities and one of our advisors had a question (which I don't think there is a solution for), but I thought I'd toss the question out there anyways. Is there some type of overlay for Orion (or maybe an alternative solution to Orion) for more modern reporting? This particular client works primarily in alternative investments and he does not like how he has to manually input alternative investments into Orion and wishes there was a better or more modern reporting solution that can pull in both held and held away accounts. I'm familiar with solutions like ByAllAccounts, but BAA doesn't have any reporting features do they? It's been awhile since I've used BAA directly. Michelle

When you are watching training / Youtube, etc? Do you prefer to see the speaker's video or not?