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4 contributions to ProAdvisorSuite
Rate and Review: Redtail Technology - CRM
We value your insights and experiences with Redtail Technology! Please take a moment to give it a star rating based on your overall satisfaction. After rating, feel free to share your detailed experience in the comments below. Your feedback helps other advisors and operators make informed decisions. In your comment, consider including: - Pros: What did/do you like most about this technology? - Cons: Were there any drawbacks or challenges you encountered? - Pricing: Was the pricing reasonable? Any hidden costs? - Overall Experience: How has this technology impacted your practice? Thank you for contributing to our community!
Poll
3 members have voted
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New comment Jul 25
0 likes • Jul 24
@Joe Moss Thank you. I'll dive deep into these. We just started in Redtail very recently, so we still haven't dove very deep into building it out, but we have a close friend who works on their onboarding team at Orion. From what I'm understanding, the portfolio management / extra pieces from Orion are overpriced for what's needed and that someone like Advyzon is a better option. However, purely on the CRM side, would you say Advyzon is the better option and easier to build out? Honestly so far with Redtail, I'm overwhelmed and it feels quite difficult to navigate in terms of building templates, workflows, and actually using the communication pieces of it.
1 like • Jul 25
@Joe Moss Thank you so much for sending this over. Can't wait to read your newsletter on Advyzon!
XYPN on AI Notetakers / Meeting Assistants
https://www.xyplanningnetwork.com/advisor-blog/battle-of-the-bots-comparing-and-ranking-nine-ai-notetaker-solutions A pretty thorough review of several solutions...
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New comment Jul 22
0 likes • Jul 22
Great breakdown. I wish they would have included Munin AI. I'm most curious of the differences between Munin, Jump, and FinMate.
FinTech Priorities
While there are a few surveys out there already on what types of products RIA's and other investment managers plan to implement, what type of product is your firm most likely to evaluate or implement in the next 12 months? Feel free to add other options in the comments or expand on your answers!
Poll
3 members have voted
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New comment Jul 23
1 like • Jul 22
We're figuring out best practices for several products: 1. Redtail → Weighing Orion Planning / Advising 2. Precise FP (Mostly built out & ready) 3. Deciding between Munin AI, Jump & FinMate AI 4. Diving into IncomeLab for retirement planning 5. Potential LEAP replacements I'm new to the industry & work for a small RIA firm, so I'd greatly appreciate any thoughts or recommendations in these areas.
Start here
Hello! Welcome to the ProAdvisorSuite Reviews community. The goal of this community is to help you navigate all the advisortech options, try out new tech, and learn from your peers. Start by checking out these links: - Vendor Partners - AdvisorTech Classroom - Chat with other Members To kick things off, please comment below introducing yourself. Let us know: 1. Where are you from? 2. Why did you join this community? 3. What project are you currently focused on? See you in the comments!
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New comment Jul 22
0 likes • Jul 22
Hope everyone's doing well!! I live in Conway, AR. I joined because I manage RIA operations at a small financial firm and am looking to learn tech stack best practices for automating and cleaning up as much of the client experience as possible. Our entire client experience was mostly manual across several applications, and I'm currently tasked with figuring out which application tech stacks other firms find to be the most effective. We currently use Calendly, Precise FP, Redtail, TaxDome, and LEAP in our tech stack but are weighing our options for AI & automation with Munin AI and Jump and would love to learn from other RIAs on AI best practices.
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Miguel Thorpe
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3points to level up
@miguel-thorpe-3319
Christ Follower → Kingdom Innovator → Learning Addict → Web3 Investor → Market Researcher → Fitness Fanatic | Learning RIA tech stack best practices

Active 16d ago
Joined Jul 19, 2024
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