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.

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