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RIA Operators

1.1k members โ€ข Free

2 contributions to RIA Operators
RILA anniversaries
How do you handle RILA anniversaries? We thought we could attach a workflow for RILA anniversaries, but where can we put a date that would be reoccurring to run a report to attach the workflow? Or should we just make a repeatable activity on the contact for their anniversary every year?
2 likes โ€ข 1d
I set up as a repeatable task based on RILA expiration period(s)
Aggregator Options
I'm looking for recommendations on Aggregator tools. We currently use ByAllAccounts but it has not aggregated 90% of our participant accounts in over 8 weeks. We have a ticket open but it's in the hands of "engineers" we are told and they are still working on the issue. It's time to start searching for alternatives and looking for any suggestions on what firms are using. I'd appreciate any feedback!
0 likes โ€ข Apr '25
I used ByAllAccounts 5 years ago...experienced several problems. I now use Emoney, much more reliable in aggregating "held away accounts.
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Dennis Goins
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3points to level up
@dennis-goins-2989
Dennis Goins & Associates

Active 1d ago
Joined May 14, 2024
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