We value your insights and experiences with Redtail Technology! Please take a moment to give it a star rating based on your overall satisfaction. After rating, feel free to share your detailed experience in the comments below. Your feedback helps other advisors and operators make informed decisions. In your comment, consider including: - Pros: What did/do you like most about this technology? - Cons: Were there any drawbacks or challenges you encountered? - Pricing: Was the pricing reasonable? Any hidden costs? - Overall Experience: How has this technology impacted your practice? Thank you for contributing to our community!

While there are a few surveys out there already on what types of products RIA's and other investment managers plan to implement, what type of product is your firm most likely to evaluate or implement in the next 12 months? Feel free to add other options in the comments or expand on your answers!

Hello! Welcome to the ProAdvisorSuite Reviews community. The goal of this community is to help you navigate all the advisortech options, try out new tech, and learn from your peers. Start by checking out these links: - Vendor Partners - AdvisorTech Classroom - Chat with other Members To kick things off, please comment below introducing yourself. Let us know: 1. Where are you from? 2. Why did you join this community? 3. What project are you currently focused on? See you in the comments!

For those of you who have now or are considering a Financial Planning product, such as eMoney, RightCapital, or one of the many others, what features/functions would you look for to aid you in making a decision? Here is a list of some in no particular order: - Budgeting/Expense tracking tools - Data Aggregation with retail banks - Data Aggregation with brokers/custodial institutions - Data Aggregation with common consumer debt (Mortgages, Student Loans, HELOC's, etc.) - Investment Tracking - Net worth reporting - Goal Setting - Monte Carlo Simulations - Back testing - Roth Conversion Logic - Social Security Optimization - Insurance Planning - Risk Assessment - Behavioral Analysis Tools - Mobile Apps - Client Portal - Tax Planning - CRM Integration - Document Management - Multi-currency support Which of these do or do not resonate with you? And what would you add to this list?

We value your insights and experiences with Advyzon CRM! Please take a moment to give it a star rating based on your overall satisfaction. After rating, feel free to share your detailed experience in the comments below. Your feedback helps other advisors and operators make informed decisions. In your comment, consider including: - Pros: What did/do you like most about this technology? - Cons: Were there any drawbacks or challenges you encountered? - Pricing: Was the pricing reasonable? Any hidden costs? - Overall Experience: How has this technology impacted your practice? Thank you for contributing to our community!