Has anyone tried any of the tools available for this? I've been thinking about an "AI-first" advisortech stack and task and calendar mgmt. is obviously an important one - I don't know of any industry-specific CRM at the moment that incorporates AI like this, so looking outside the industry for now: https://www.usemotion.com/

For @Russ Thornton and @James Cantwell and any others that might be interested. This is a cool place to explore productivity apps. We need something like this for advisortech (maybe beyond what Kitces has?) For "AI-AdvisorTech", I'm starting with "AI School for Advisors" - let me know if you'd like a free invite.

If you want to check out the latest browser (based on Chrome), check out https://arc.net/ I've been playing with it for a few weeks, and while it's different than what you're used to with browser tabs across the top of your window, it's a really well designed alternative and I've made it my default browser across my PC laptop and my iPhone Chrome browser extensions work as expected and it has some nice keyboard shortcuts. Be sure to check out how their "Spaces" work where you can set up different sets of pinned tabs, etc. Here's a recent overview video if you want to learn more:

With the ever-increasing amount of advisortech solutions available to RIAs, finding a platform that simplifies & advances the profession is gold. I'm excited to begin working with Seeds Investor to get the word out about this combined BeFi assessment, risk tolerance, custom portfolio builder, and asset management platform. Yes, all that, and done beautifully in a clean, easy-to-use interface. It's more than a Saas, and simpler than a TAMP. If this sounds interesting, learn more and schedule a demo at: www.seedsinvestor.com

Check this out: CRM: Bigin by Zoho Financial Planning: RightCapital Website, LMS, Scheduling, etc: Wix It's a CFP, but not an RIA.