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.

Is anyone using the "new" Schwab Digital Workflows? Is compliance having any issues with this process?

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Do any of your offices offer a 15-Minute Introductory call to prospects to vet them? If so, who is doing that call i.e. the advisor, marketing, operations? Can you also share the questions that are asked on that call? TIA