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RIA Operators
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8 contributions to RIA Operators
4d •
Redtail CRM & AI
Who has experience with using Orion's AI in Redtail CRM? (example: cleaning up contact database)
1
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Aug '24 •
Redtail Server - CRASH?
ALL of my contact records have vanished! They disappeared yesterday (8/8/2024) afternoon and have not appeared?
2 likes • Aug '24
Isolated event System back up running All is good
0 likes • Jun '24
@Natalie Bergsma I’ve been using RedTail since 2011; another Advisor` raved about the Zoho flexibility and customization
0 likes • Jun '24
@Natalie Bergsma you make good points. I use RT more in depth now than he does with Zoho. Also, I have massive data to move, if I would even consider making a change.
Mar '24 •
Networking Value Call TODAY!
📆 Join us for a value call TODAY at 11 AM PST. This value call will be focused on networking with others in this group. To prepare for this call, go comment on the most recent "Start Here" post and answer the questions to jump start our conversation. If you're new here and wondering "What is a value call?"👉 On the first Friday of each month, members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. To join the call, please use this link. If you plan to attend, drop a "March" GIF in the comments below ⬇️ We look forward to seeing you there!
1 like • Mar '24
Great call today! - anyone else in Florida?
Aug '23 •
Do you track client revenue in the CRM?
I'm wondering if this is something that advisors would want, or if they'd prefer to keep that information in their billing/portfolio management tool.
1 like • Aug '23
Separate accounting
1-8 of 8
Active 20h ago
Joined Jun 27, 2023
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