I came across this again today, but trying to cement it in my brain as a go-to resource looking for tech and services for RIAs. So maybe I'll just put it all in an article with LinkedIn links and everything: https://advisorservices.schwab.com/schwab-affinity-services Schwab Affinity Services affinity = a spontaneous or natural liking or sympathy for someone or something google's words, not mine. Now for some of Schwab's words: Find third-party providers quickly, easily, and at preferred pricing Get a head start on your search with our curated collection of 100+ third-party, RIA-focused providers covering the key areas essential to managing and growing your business. **Client experience** - Client appreciation and events Olive & Cocoa, LLC KraftyLab Toffee to Go Wall Street Greetings, LLC - Client engagement and feedback Absolute Engagement NEXA Insights - Client support Carefull Chicago Clearing Corporation Everplans Financial Recovery Technologies Net Worth Strategies, Inc. StockOpter Trust & Will **Corporate providers** - Hotel Hilton Hyatt Hotels Corporation - Office supplies UPS

There are a lot of CRMs.

"Each year, Raymond James RIA & Custody Services (RCS) conducts a survey of our registered investment adviser (RIA) principals to gauge processes and practices within the RIA space. This feedback allows us to focus our efforts on what matters most to our RIA clients, ensuring your needs remain our top priority. Though the survey was originally developed for an internal report, peer comparison can be an important tool for goal planning and strategizing, so we are glad to share a selection of the survey data with you. In total, consider this document a “state of the RIAs” report with insight into trends and changes to help you focus your growth efforts or modify your service offerings."