Is anyone using Advyzon or iRebal to run a tax loss harvesting model?

For anyone who left Redtail to move to Wealthbox, was there anything that you miss about Redtail? Is any functionality missing at Wealthbox? What has been the downside, if any, about moving to Wealthbox? Does Wealthbox have the ability to use workflows and tasks as well as Redtail? Thank you.

I put together a feature set for the AI notetakers, generally it seems like the ones with more features, more integrations... have done better in capturing market share Linked in a Google sheet here. if you see any missing tools or features, please let me know! - Mili - Jump - Greminders - Zocks - Thyme/Hazel - Pulse360 - Focal - Fireflies - Fathom - Grain - Vega Minds - FinMate AI - YourStake - Quin - Wealthbox - Paradino - Warmer - Knapsack - DataDasher - Continuum - Impruve - Filenote.ai - Zeplyn - econiq - Nitrogen

For those of you who use Wealthbox as your CRM system, how are you tracking clients versus prospects?

Who does everyone use for Compliance? We are looking to remove ourselves from Comply?