I run operations for a dual practice, wealth management/tax & accounting firm. If there is anyone else out there doing this, I'd love to connect and share ideas about how the two side of the business can work together, workflows for both, and how to handle the unique challenges of the tax side.

Hi there - I work for a small hybrid RIA firm - custodian is LPL Financial, CRM is Red Tail. We are looking for a new Accounting Solution for commission payout that can handle splits, eliminate redundancies and manual work. Also, we are searching for a new reliable IT vendor as well. Would love any feedback folks have :) Thank you - Jill Y.

Curious if anyone uses an enterprise/paid version of an AI chatbot to automate or assist with processes (outside of the obvious -- rewording emails, asking questions, etc.)? We are considering ChatGPT or Copilot right now. Does anyone use either of those (or a similar AI solution) and have any insight on your experience? Would also love to hear what specific areas you have found most helpful.

Has anyone successfully migrated away from DocuSign? Who are you using?

Hi. I’d love to hear how your firms are using Eclipse inside Orion for day-to-day trading and portfolio management. Specifically: - How do you exclude specific assets from the models? - How do you handle dollar-cost averaging (DCA) for large deposits? - Any workflows or tips you’ve found helpful for traring on this platform? Custodians: RJ and Schwab We’re refining our trading workflows and I’d appreciate any real-world insights on what’s working well for others.