Our office recently transitioned to Advyzon for our CRM, and we are somewhat overwhelmed by the robustness of its workflow capabilities. Does anyone have workflow templates they are willing to share? Would love to see how other offices use Advyzon to track/manage incoming account transfers, client meetings, etc. Thanks!

Does anyone have any ideas, I have email templates for welcome emails when a client accounts is opened. Can anyone think of a way to make a reminder to the advisor to send out?

Does anyone utilize Jump with AdvisorEngine, Orion, eMoney, and Holistiplan? Or any of these systems with Jump if not all? We have been using Jump for note taking for about a year and are trying to utilize it for meeting prep and would like to hear others' experience if applicable.

Hey everyone, I’m currently working on structuring a trade blotter and trade documentation workflow for an RIA and wanted to get a sense of how others are handling this end to end. Specifically trying to understand: - What your full process looks like from trade decision to execution to documentation to reconciliation - Whether you’re using manual logs like Google Sheets or Excel or relying fully on custodial or reporting systems - How you’re capturing the reason for trade and linking it back to strategy or IPS - How you handle daily or next day reconciliation with confirms - Any checks or controls you’ve built to reduce errors I’m currently exploring a structured but simple approach, starting manual and then layering automation later, and trying to avoid overengineering early on. Would really appreciate any insights, workflows, or even rough templates or screenshots if you’re open to sharing.

Is anyone on here a Schwab client and also the person in the office doing the trading? In light of the pending fees for not-held orders handled by the block desk, we've had some calls with Schwab, watched the video and have started learning about the algos that can be used as a free option for the not-held orders. However, the training from Schwab is still somewhat limited and we are trying to get a full grasp of the algos. As a smaller firm, we don't have a dedicated person whose only job is trading and I'm trying to figure out how to best incorporate the trading algos as part of what we do for best execution without it taking over the rest of my job responsibilities. Thanks in advance for any input!