How are you using the "Assigned To" field in WB for contacts who are not clients or prospective clients? Ex. investment professionals, firm vendors.

I've come across a few "tech stack overlays" recently and wanted to start building a knowledge base around them. From my understanding, using APIs, they feed data from your CRM, Financial Planning, Billing, Research, etc tools into one unified dashboard/database and then use that platform to create an advisor portal / client portal. It doesn't take the place of the underlying tools, but compiles their data into useful ways. Some of them are: Milemarker @Kyle Van Pelt AdvisorOS by Summit Wealth @Deleted AdvizorStack @Paul DeMaio We'll be setting up a demo of AdvizorStack in the near future. What questions do you have about these solutions?

How do you solve this?

I'm interested in anyone's experience with each of these. What have you used, or if you've used more than one, which do you prefer? https://precisefp.com/forms-tool-comparison-chart/

I'm finding that most firms that are serious about email marketing are going to tools outside the industry, but that can cause integration issues with their CRM. (see satisfaction scores on screenshot below) Anyone solved this and have a way to keep email lists for prospects, cold prospects, clients, Tier 1 clients, etc and when you change their status in your CRM, it updates which email list they're on?