Greetings all! Our firm ($317M / 386 HHs) is considering a move away from Orion for a couple reasons: 1. This 8.9% upcharge for "out of pocket third-party expenses"; and 2. The platform is overkill for us - we use their Billing, Reports, Client Portal, Compliance, and Queries; and not much else. We use iRebal and Schwab Advisor Center for Rebalancing and Trading. In our due diligence, all three of Advyzon, BD, and Tamarac have seemingly better versions of all of those services. The big differences left are pricing and ease-of-use. Advyzon can replace both Orion and Redtail with their all-in-one platform - but will it be robust enough for us as we grow? (10%-15% per year) Black Diamond Reporting is very comprehensive and sleek, but we don't want to go back to Salesforce CRM. Tamarac has it all, but feels very similar to Orion and their CRM is more costly than Redtail. Will they be overkill for us as well? Is there anyone who has done this research already and made the move from Orion to any three of these other options? I'd like to know if you're satisfied with the move and if the transition was smooth. TIA!

Video summarized with Supergrow: --- As the co-founder, Alex, explains in their recent YouTube video, VectorShift is an end-to-end AI automations platform that is revolutionising the way businesses operate. What's caught my attention is how VectorShift allows you to connect all your data sources, build custom AI workflows and run these across various applications. Imagine having an automated pipeline that responds to email support messages using your team's internal documentation as context. That's the power of VectorShift! I'm particularly impressed with the idea of 'VectorStore', which lets you automatically store data from an integration into a pre-processed storage database. This database can seamlessly sync with any changes made to your documentation, ensuring the pipeline is always up-to-date. But it doesn't stop there. With VectorShift, you can quickly build, test, and deploy AI applications straight to production, even embedding them on your website as a chatbot. Now that's a power-packed feature! By making AI and automation accessible and manageable, VectorShift empowers businesses to streamline processes, increase efficiency, and save valuable time. I truly believe this is the future of technology in business. 👉 Has anyone else tried using VectorShift? I'd love to hear your experiences. Here's the video if you'd like to learn more: YouTube video link

Starting to work on a data strategy framework for RIAs. What I would like to know, what do you want do with your data, but you can’t? This can be across all aspects of your firm (I.e, CRM data, facial planning data, client communications dat, etc.)

*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!