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RIA Operators
1.1k members • Free
54 contributions to RIA Operators
Dec '25 •
Contact records for employee accounts in RedTail.
Curious how others handle setting up client records for employees in RedTail. As a perk, all of our employees are assigned an Advisor and their accounts and financial plan are managed by an Advisor. My thoughts are to create two separate records in RedTail, one as an employee record under our company and the other as a client. The permissions for the client record would only be assigned to the Advisor. Curious how others handle this to keep the employee finances confidential. Thanks in advance for your feedback. Brenda
0 likes • 24d
We use employee contacts just like a client contact.
1 like • 23d
We do, but there are only 3 of us in this office, 2 Advisors, 1 Admin.
0 likes • Oct '25
Welcome Mia!
Jul '25 •
Zeplyn AI vs. Jump AI - Redtail
Also curious if anyone has compared Zeplyn AI vs. Jump AI when used alongside Redtail? Any feedback or experience with either platform would be super helpful.
0 likes • Aug '25
@Lauren Bernal The Advisor can check the assignee before sending to the CRM. We have 2 advisors and me. You can also choose to assign the task to the other advisor. You can also assign the task to a workflow if you have one in the CRM. We use it for in-person meetings and Zoom meetings with clients. We also use the Recap email it creates to send to the client after the meetings. It's really slick!
1 like • Aug '25
@Lauren Bernal Redtail
Aug '25 •
New Client Onboarding
Does anyone provide anything to a new client? if so, what do you provide? We are looking to streamline our process. Often, clients like to receive something they can take home and refer to frequently. We are considering a branded folder with a communication piece, but what else should we include?
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Aug '25 •
AI Notetakers for advisors - updated feature sets
I put together a feature set for the AI notetakers, generally it seems like the ones with more features, more integrations... have done better in capturing market share Linked in a Google sheet here. if you see any missing tools or features, please let me know! - Mili - Jump - Greminders - Zocks - Thyme/Hazel - Pulse360 - Focal - Fireflies - Fathom - Grain - Vega Minds - FinMate AI - YourStake - Quin - Wealthbox - Paradino - Warmer - Knapsack - DataDasher - Continuum - Impruve - Filenote.ai - Zeplyn - econiq - Nitrogen
1 like • Aug '25
Our firm just started a trial with Jump AI and we love it!
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Active 23d ago
Joined Feb 15, 2023
Cleveland, Ohio
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