I'm trying to get our client review process documented especially since Redtail recently added their Client Review module and GReminders added their bulk send which can automatically send scheduling reminders. A while ago I set up tags for each month. Greminders suggest that I use the month tags rather than triggered off of the last review and frequency set up in Redtail Client Reviews tab. Does anyone have a preference and why.

We're revisiting our client authentication process for money movement requests and I'd love to hear what other firms are doing. We're considering a combination of challenge questions and text verification (Two-Factor Authentication for Redtail | DTS Verify), but we're concerned about making the process secure enough to prevent fraud without making it cumbersome for clients. For those of you who have implemented authentication procedures: - What does your process look like? - What challenge questions do you use that feel secure? - Have you had any lessons learned or unexpected issues? Appreciate any examples or advice. We're looking for solutions that are both secure and client-friendly.

Looking for AI Consulting recommendations in two areas: 1. Implementation support. We've identified several processes where we think AI and/or automation could help, but we need a partner to actually build and implement, including integration with our existing systems. 2. Enablement and strategy. We want help to: -Train the team to use AI effectively in their day-to-day work, not just a one-time demo -Figure out which tools fit which use cases, ideally from someone vendor-neutral who isn't just reselling one platform -Understand licensing tiers (business vs. enterprise plans, etc.) so we have the right level of data security and privacy in place

Curious if anyone in this group has built out a prompt library or playbooks for the AI Assistant in Wealthbox? I'd love to hear what's actually working for people, specific prompts, use cases, anything you've found overkill or not worth the effort. It does not look like Wealthbox has a formal resource library for this yet, so figured I'd crowdsource here before we reinvent the wheel.

I run operations for a dual practice, wealth management/tax & accounting firm. If there is anyone else out there doing this, I'd love to connect and share ideas about how the two side of the business can work together, workflows for both, and how to handle the unique challenges of the tax side.