hi! I am currently researching how RIA owners and operators make business decisions. We know firms have more data then ever, but I found that many spend quite a bit of time handling the data in order to make their decisions. Coming to the crowd to get your opinion please- What is the one business question about your firm that you wish was much easier to answer? No software recommendations or vendor opinions please, the questions themselves are the most important part here. Things that would be helpful to know: - A question you have about your business that requires data from multiple systems. - Something you still estimate instead of measure. - A metric you have to build yourself before you can use it. - A decision that's harder than it should be because the information isn't readily available. I'm doing research right now, so appreciative of any thoughts. DM's are also open! thank you!

While I'm still involved with Simplicity Ops, as a separate business venture, I've been up to something really exciting for a few reasons: - help independent firms save money - helping to simplify the tech stack selection process - provide resources around integrations across the tech stack - ...and also to bring awareness to friends/colleagues that are working very hard to make awesome advisortech! Click here for the full announcement!

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.

Pretty cool Redtail integration that Smart Kx has built to import contracts and fee activities into Redtail. Check it out here. @Lacey Shrum

With the switch from TDA to Schwab, we're looking to update our Client Profile intake form that we use with new clients to obtain all the info needed to prepare new account paperwork. We're going to try and make it look “pretty" at the same time. Does anyone have an intake form (.pdf, Jotform link, etc.) they really like that they’d be willing to share for inspiration?