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RIA Operators
1.2k members • Free
32 contributions to RIA Operators
7d •
Landing pages for add campaigns?
Does anyone have a good tool or platform for setting up landing pages?
1 like • 7d
@Ian Maxwell If it's just the "creative", OpenAI's codex has a built in "Site" feature that's really good. Claude Design also has a really good output for responsive websites. Either way, you get responsive HTML that could just copy + paste into your hosting platform. If the websites are more feature rich (lots of links/forms/etc.) then that will be trickier. You'll need to build the site using the site's editor. I'm not as familiar with GoDaddy's website builder, but if they don't offer copy+paste functionality, then Squarespace, Framer, and many others can definitely do that. LMK if any questions. https://developers.openai.com/codex/sites https://claude.ai/design
12d •
Centralized Trading
Hi All! We are considering hiring a trader and centralizing our trading process (currently each advisor is doing their own trading). I was curious if any of you have a "trading" role and what other responsibilities you have that person manage outside of trading? With our current volume of trading, managing trades alone wouldn't be a full time position. Thanks!
1 like • 8d
@Becky Adams at my last company we had automated rebalancing based on target portfolios (was a robo advisor), but something I had to do manually was reconciliation & review. Based on your question, it sounds like the CSA has the process down, but I'd suggest at least monthly random sampling of accounts to ensure the trades met your criteria. Take a trade blotter for the current month, throw it into claude code and give it your criteria. It should work on limited volume of trades that you can check manually in a csv output. Last small thing: a cash & market check before running trades. Really frustrating to get back a rejection because your CSA tried to buy $100 of Stock A with $101 of cash, but the stock went up 2% and now you're short $1.
May 22 •
Redtail Automations/Email Templates
Does anyone have any ideas, I have email templates for welcome emails when a client accounts is opened. Can anyone think of a way to make a reminder to the advisor to send out?
0 likes • May 26
+1 to Kevin's post Otherwise, are you using Zapier? If so, there's a three-step process. 1/ Label an email as "Redtail follow up" or flag it --> automatically create an activity in RT with a due date and a topic ("check if account opened"). 2/ When the account is opened, mark the activity complete. 3/ When complete, another Zap to draft the email with your template. Then just hit send!
May 5 •
Archiving Platforms
Curious what people are using for archiving - primarily for texting + LinkedIn? I have email archiving through my CRM (RedTail), but I have been using Archive Intel for comprehensive archiving (text, website, LinkedIn, and email). Their platform has been challenging and inconsistent. Starting to explore other options! Thanks for any input 🙏
2 likes • May 6
I used Hadrius.com at my last company and they were by far the best archiving solution. Happy to make an intro to their team if helpful.
0 likes • May 11
@Allie Beckmann Done!
Mar 20 •
iPad Notetaking
Does anyone use an iPad - I am wondering what is the best option for notetaking? We use AI but I also like to take some handwritten notes as well. If you've found any other helpful things with work productivity using the iPad - would love to hear!
0 likes • May 6
I use Aqua voice for transcription and it's amazing. Can't live without it (Mac)
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@theo-katsoulis-2267
Automating admin for independent RIAs. Love backgammon, basketball and feta cheese.
Active 14h ago
Joined May 28, 2025
NYC
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