Activity
Mon
Wed
Fri
Sun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
What is this?
Less
More

Memberships

Free Skool Course

71.3k members • Free

Bulletproof Retirement

3.8k members • Free

RIA Operators

1.1k members • Free

Start Writing Online

20.8k members • Free

Ghostwriters Anonymous

16.9k members • Free

Ship 30 for 30

4.6k members • Free

1 contribution to RIA Operators
Curious: What CRM are you using — and why?
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.
1 like • Jun '25
Redtail!
1-1 of 1
Td Dj
1
4points to level up
@td-dj-1419
Here to learn and help others! Loved! Saved by grace! Lover of Jesus! Daughter of the Most High! Worshiper, Writer, Singer, and Evangelist!

Active 2d ago
Joined Apr 21, 2025
ESFP
Based in the Atlanta area.
Powered by