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RIA Operators
1k members • Free
12 contributions to RIA Operators
Aug 19 •
Wealthbox and ClientWorks
I’m asking on behalf of a prospect - for any LPL Wealthbox users. How has the Wealthbox/ClientWorks integration worked for you? Smooth sailing, or have you run into pain points? Would love to hear your experiences!
0 likes • Aug 20
Pain points: Client Addresses came over in all caps and some were old addresses. Also, we had deceased names/birthdays/ssn populate as a co-mingled name with the widow. Also, middle initials were added. Note: If you don't have Client Works as the primary database for updates, then you might not have this issue. WE have it set that way due to the many places Client Works has for address updates if the accounts are grouped.
Jan 28 •
Transitioning from RedTail to Wealthbox
We are officially beginning the transition from Redtail to Wealthbox! If anyone has gone through this process before, please share any tips or insights that will ensure all our information is successfully transferred. Thanks in advance.
0 likes • Feb 3
@Robin Hoback Thanks for the heads up! I didn't consider Archived contact info.
1 like • Feb 3
@Joe Moss Thanks for the suggestion.
Jan 3 •
PTO policies
Hello, I am revamping our PTO policies due to our firm's growth. I would love feedback on how your firms avoid conflicts of too many people in operations taking PTO on the same day during holidays. Do you go by seniority, who had it off last year, first to book gets it, on call, etc..?
1 like • Jan 3
@Lisa Bacon interesting. How does your unlimited PTO process work?
Oct '24 •
Integration: Orion Advisor Dashboard
I'm seeking feedback regarding the integration with RT and the Orion Advisor Dashboard. I called RT to see if they had an on-demand or live webinar to visually show the value of the collaboration, and they didn't, only a PDF. If you use this collaboration, please share if it has enhanced your firm.
0 likes • Jan 3
@Jennifer Ober yes, but we decided not to go with Orion because we are a Hybrid RIA- w/ LPL and some of the offerings were duplicates of what LPL's platforms provides us.
Nov '24 •
Client scheduling software
We are kicking around a client scheduling software. Who do you use and does it integrate easily with RedTail/Wealthbox? Who should we steer clear of?
0 likes • Jan 3
We use ScheduleOnce (OnceHUb) and love it. However, it is through Zappier (via GoogleCal), so our workflow will automate when a client schedules. The build out of Zapier is a bit taxing. We contracted someone to do it for us because it was over our little IT brains🤨.
1-10 of 12
Active 3d ago
Joined Apr 17, 2024
Alpharetta, Georgia
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