Activity
Mon
Wed
Fri
Sun
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
What is this?
Less
More
Memberships
RIA Operators
1.1k members • Free
Back Office Heroes Community
168 members • Free
4 contributions to RIA Operators
1d •
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 🙏
0 likes • 4h
I use RIA Compliance Technologies- they provide a full suite of compliance solutions including the archiving piece. They have much more personal service and are reasonably priced than the big box compliance firms. www.riacomptech.com
Apr 1 •
Calendly
Hi everyone! Question regarding Calendly. Currently, my COO is having issues with her Calendly account synching with her Outlook calendar. Rather than synching with her own calendar, it continuously maps to another colleague's calendar. We have tried completely deleting her account and reregistering but for some reason that didn't even work. Our IT is stumped and Calendly support is very limited and not so helpful. Anyone experience something like this? My thought is it could be linked to shared calendars.
0 likes • 5d
I second the recommendation for Greminders. Additionally, if you have 'multiple' calendars and want each calendar to actually be physically time blocked you might check out CalendarBridge it does a great job of creating the blocking multiple calendars.
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 • 5d
I also like Wispr if you like to dictate notes - it cleans things up AND you can Whisper into it if you want to dictate private information in a public setting. I use on Macbook, iPhone and iPad.
8d •
Jump Integrations
Does anyone utilize Jump with AdvisorEngine, Orion, eMoney, and Holistiplan? Or any of these systems with Jump if not all? We have been using Jump for note taking for about a year and are trying to utilize it for meeting prep and would like to hear others' experience if applicable.
0 likes • 6d
I recently shifted to Contio.ai Aaron Klein -Founder of Riskalyze(Nitrogen) new company for note taking and really like it.
1-4 of 4
@tim-minert-5481
Technology consulting. Doc Management, Data Aggregation, New Account , Advisor Transitions, CRM, Performance Reporting, Billing Rebalancing
Active 4h ago
Joined Aug 7, 2024
Powered by