Does anyone have experience working with Pershing? What do you like or not like? Do they allow alternative investments on their platform? Thank you in advance for any feedback.

Greetings all! Our firm ($317M / 386 HHs) is considering a move away from Orion for a couple reasons: 1. This 8.9% upcharge for "out of pocket third-party expenses"; and 2. The platform is overkill for us - we use their Billing, Reports, Client Portal, Compliance, and Queries; and not much else. We use iRebal and Schwab Advisor Center for Rebalancing and Trading. In our due diligence, all three of Advyzon, BD, and Tamarac have seemingly better versions of all of those services. The big differences left are pricing and ease-of-use. Advyzon can replace both Orion and Redtail with their all-in-one platform - but will it be robust enough for us as we grow? (10%-15% per year) Black Diamond Reporting is very comprehensive and sleek, but we don't want to go back to Salesforce CRM. Tamarac has it all, but feels very similar to Orion and their CRM is more costly than Redtail. Will they be overkill for us as well? Is there anyone who has done this research already and made the move from Orion to any three of these other options? I'd like to know if you're satisfied with the move and if the transition was smooth. TIA!

I'm looking for an archive service to cover web, email, social media and text. Has anyone compiled a list of services that cover our industry and their price points? I find it frustrating to schedule demos without having some idea of the price points.

Video summarized with Supergrow: --- As the co-founder, Alex, explains in their recent YouTube video, VectorShift is an end-to-end AI automations platform that is revolutionising the way businesses operate. What's caught my attention is how VectorShift allows you to connect all your data sources, build custom AI workflows and run these across various applications. Imagine having an automated pipeline that responds to email support messages using your team's internal documentation as context. That's the power of VectorShift! I'm particularly impressed with the idea of 'VectorStore', which lets you automatically store data from an integration into a pre-processed storage database. This database can seamlessly sync with any changes made to your documentation, ensuring the pipeline is always up-to-date. But it doesn't stop there. With VectorShift, you can quickly build, test, and deploy AI applications straight to production, even embedding them on your website as a chatbot. Now that's a power-packed feature! By making AI and automation accessible and manageable, VectorShift empowers businesses to streamline processes, increase efficiency, and save valuable time. I truly believe this is the future of technology in business. 👉 Has anyone else tried using VectorShift? I'd love to hear your experiences. Here's the video if you'd like to learn more: YouTube video link

Hello - I am the CMO at Buckler buckler.app. I joined RIA Operators to understand more about the industry, what's important to teams and individuals (what's on the radar) and offer any value I can around Cyber Compliance across multiple regulations in the mix.