Pinned
Feb '24 •
Start Here
*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!
9h •
Mail Merge
Hi! Our team is working on capital call communications that require client‑specific emails. We’ve successfully built the merge template, but we’re running into an issue with the sending address. Ideally, these emails need to come from our team inbox rather than an individual mailbox. The Mail Merge can only send from Outlook’s default account. Does anyone have any insight?
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12h •
fi360 + Orion
Does anyone leverage fi360 and use Orion? I'm looking to incorporate additional resources which support / normalize review of these 3(21) 3(38) plans.
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14h •
iPad Notetaking
Does anyone use an iPad - I am wondering what is the best option for notetaking? We use AI but I also like to take some handwritten notes as well. If you've found any other helpful things with work productivity using the iPad - would love to hear!
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16h •
Client Document Upload Platforms
Hi everyone, Quick question: What platform does your office use for clients to upload documents? Examples include Dropbox, ShareFile, TransferNow, etc. If you use something else, please let us know. Thanks!
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