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!

WEBINAR INVITATION - AUGUST 7th, 2024 | 2:00 pm EST Achieving Compliance-Driven Vendor Risk Management (VRM) on a Budget Registration Link: Achieving Compliance-Driven Vendor Risk Management (VRM) on a Budget Attend Buckler's upcoming 30-minute webinar to explore Compliance-Driven Vendor Risk Management (VRM) strategies designed to fit within budget constraints. Gain practical knowledge on navigating regulatory landscapes from SEC, FINRA, NYDFS, and NAIC perspectives, ensuring your firm remains resilient against evolving threats. Topics Covered -Overview and Challenges of Vendor Risk Management (VRM) -Enforcement of Vendor Compliance -Liability in Outsourced VRM -Benefits of a free Open Source Solution Thanks Joe for the ability to create awareness!

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!