Has anyone used a tracking of how fast tasks are being completed and provided in a report? There are many software that tracks when tasks are created and completed but don't track the time. Any suggestion?

Hi all! I’m currently in the process of building out a tech platform for my firm that is transitioning away from the B/D world and starting our own RIA in August. My life is full of demos and visually mapping all the different tools that we have access to but with so many options, sometimes “analysis paralysis” kicks in 😵‍💫 Next item on my list is texting and achieving for the advisors on our team. Major Priorities: Modern UI, Easy to Use, Integrated and Relaiable CRM: After tons of demos we elected to go with Wealthbox for our CRM. Loving it so far and spending time in the weeds of building out all of our workflows now. Texting: I’ve explored solutions from Zoom, Global Relay, Smarsh, Redtail and CurrentClient. Archiving: GR, Smarsh and Presults Here is was I’m leaning towards: CurrentClient and Presults. These two have an integration so all texts through CC would be able to be archived by Presults. CC also has an integration with Wealthbox so data is synced and communication is logged. Both platforms have a modern UI. My concern is that both are relatively new players so I’m wondering if anyone has any experience they can share (good or bad!). I welcome any other recommendations or thoughts as well!

Hello RIA Operators Community! We want to create the next version of Redtail with you involved. You are our avid users, supporters and we want to get insight from you. As we shape how Redtail should grow to support your business, we want to know what's most important to you. If you're not a current Redtail user, we want to hear from you too! Here's a quick survey to start the dialog, those interested can take it a step further if they want to sign up for new concept testing and more. https://t.maze.co/179110267?source=RIAOperators