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AdvisorTechBook LIVE πŸŽ™οΈ

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RIA Operators

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2 contributions to RIA Operators
2026 SOps Webinars
Hey everyone! We’re working on our webinar lineup for the year. And we want to feature people that YOU actually want to hear from. Who should we invite? Automations expert Outsourced CIO Fractional CIO Compliance Marketing Branding HR/People Experts Practice Mgmt consultant Workflow geeks Leadership roundtable Drop a comment and offer some other ideas!!
1 like β€’ 5d
I volunteer as tribute βœ‹ if you'd like to do one involving operations related to transitions.
What's the #1 Feature You Want?
If you could wave a magic wand and add one feature to Redtail, what would it be?
2 likes β€’ Feb '23
Account-level data configuration for the purposes of transitions
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Grier Rubeling
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2points to level up
@grier-rubeling-3718
Co-Founder, Malti Marketing Founder, Advisor Transition Services

Active 5d ago
Joined Feb 24, 2023
Cary, NC
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