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RIA Operators
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7 contributions to RIA Operators
8d •
🚨 Webinar Alert 🚨
Join James Cantwell, Andy Burgess, and Vineet Mohan later this month as they discuss growth & scaling, the bottlenecks, and how RIA's can leverage the right strategy, systems and people to break through. 👉 December 10th | 9 AM PT | 12 PM ET 👉 Click HERE to Register.
0 likes • 8d
Thank you for sharing Aly! Really excited for this session. Join us next Wednesday!
23d •
Changing from Redtail to HubSpot CRM
Has anyone successfully navigated the change in moving from Redtail over to HubSpot as their CRM solution? This is something we are exploring and I want to know if anyone has experience in doing this before. Thank you for anything you can share.
0 likes • 22d
Ignore my Q 😀.. saw your comment just now on the CRM thread that Joe had started.
1 like • 21d
That's a shame.. incumbents do need to rediscover themselves.
Aug 18 •
🚨 Webinar Alert 🚨
Join James Cantwell and Vineet Mohan later this month as they discuss using AI to make advisors' lives easier while staying compliant. 👉 August 28th | 10 AM PT | 1 PM ET 👉 Click HERE to Register. This event has been posted in our community calendar. Click here to check it out.
1 like • Aug 19
Thank you, Aly! Excited for this session with James and Jeff, and would love for fellow members to join us next week. We’ll dive into practical AI use cases RIAs can bring into their practice, and highlight the key compliance questions to ask when evaluating vendors and tools. Attendees will also receive a handy compliance checklist after the session.
🚀
🔥
Aug 13 •
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 16
@Joe Moss this is a great list for advisors.. thank you! Would love for FastTrackr AI to be included (I'll DM you the feature list).
Jun 24 •
Data Gathering
Hello! What are your firms using for data gathering? We would like to collect the data and have the client attest or sign the information is true and valid. I know this information is entered in the CRM and I know it is entered in the custodian’ platforms for account opening as well but we would like to store that date gathering signed document on our side (not the custodian’ platform). Thanks.
0 likes • Jul 3
Great topic @Lauren Bernal. Curious to hear if your firm and other advisors here do data gathering via client forms (like what Precise FP does) or via virtual or in-person data gathering client meetings.
0 likes • Jul 23
@Lauren Bernal Thanks a lot for sharing this. Automation can optimize for several of these steps. Happy to share some ideas, feel free to DM me.
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@vineet-m-8150
I lead FastTrackr AI, an AI stack that automates operational workflows for RIAs. Think meetings, document parsing & analysis, client onboarding.
Active 2d ago
Joined May 19, 2025
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