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RIA Operators
Public • 804 • Free
5 contributions to RIA Operators
Sep 18 in
Tax Planning
Anyone recommend tax planning software for financial advisors
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New comment Oct 26
0 likes • Oct 26
We use Holistiplan and it’s great. FP Alpha also offers one with unlimited uploads.
Oct 23 in
New to Redtail
I'm new to the RIA world and Redtail. Any pointers on best steps to follow to go from basic to complex is greatly appreciated. We use Redtail. We are a small RIA looking to grow rapidly and provide top notch client service/experience. Thank you! Marjorie
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New comment 21d ago
1 like • Oct 26
And look into Redtail University. It’s awesome.
Oct 23 in
Smarsh VS Global Relay
which one do you use for email archiving and why?
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New comment 25d ago
0 likes • Oct 26
We use Global Relay for archiving purposes. It’s been fine.
Oct 25 in
Roles and permissions in Redtail
What are best practices when you have two talented client service associates who both want to service all of the clients? How do you handle the assignment of roles in Red Tail? Should the CSAs be assigned to specific clients or should they both work on the entire book? Any feedback is appreciated.
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New comment 26d ago
Oct 9 in
Help with Hiring Someone to manage my inbox and calendar
I am looking into hiring a virtual assistant to manage my email inbox and calendar. Does anyone have a great recommendation? Thank you!
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New comment Oct 13
0 likes • Oct 9
Thank you very much!
0 likes • Oct 13
@Joe Moss thank you Joe. I appreciate it.
1-5 of 5
@brad-lineberger-1346
As President and Founder of Seaside Wealth Management, Brad Lineberger is proud to run a unique and comprehensive wealth management firm.
Active 32d ago
Joined May 4, 2024
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