I'm Kam, currently a CSA for a $98M AUM firm. We just switched to Advyzon and use it for CRM, billing, reporting, client portal, etc. We also use Jump for AI notetaker and RightCapital for planning. We are working on data clean-up (post-Wealthbox and Morningstar transitions), finalizing our client portal, exploring how to utilize tasks/workflows/opportunities/projects to track internal & client projects, and the Schwab OpenGateway integration.