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?

Then I need you! Smart Kx is building an integration with Redtail to help ops and compliance teams. The integration will help firms: *onboard prospects-to-clients in 10 seconds (versus 45 mintues), *eliminate multiple data entry between client contracts and Redtail, and *organize signed documents and maintain required activities within Redtail. We are finalizing the integration and I am giving tech savvy users like those on Skool a chance to see it first and add their feedback. If you have opinions, we want them! Click here to set up a mtg: https://calendly.com/smartkx/redtail-smart-kx-integration-r-d DM's and comments are always open if you simply prefer to share... TY!