Future of RIA Tech Hosted by FinOps
The FinOps Co-Op® community, in partnership with Redtail, PreciseFP, and GReminders, presents the very first edition of Future of RIA Tech, a webinar experience focused on how technology is shaping advisory firms today, where it's headed next, and how your firm can not only adapt but thrive.
This session will dive into real-world workflows and operational decisions, highlighting how advisory firms are using AI, automation, and other modern tools to streamline processes, improve client experiences, and create scalable systems. Rather than theory, you’ll see practical examples of technology in action, learn what’s working today, and leave with ideas you can implement in your own firm.
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Trusted by 5,000+ Financial Professionals
GReminders app is awesome! Using it right now in a conference. Thank you!
Chris Morrill - Director
Frandsen Morrill Advisors
It's reduced our follow-up work by 85%. And now, rather than having two appointments a day and going home exhausted, I could have more appointments. It's like nitroglycerin in a racecare.
Jeff Moormeir - Founder
Emerald City Fiduciary Group
The automated client review invites are worth its weight in gold because we're struggling with getting people on a schedule to do annual reviews. It's like the one year is up and then we're trying to find out, when did we meet last with them?
Ronda Warner - VP Operations
Park Edge Advisors LLC
I was so impressed how it blew all the competitors away, that I set out to do everything I could to help them become an approved Osaic vendor. It's simple, it integrates with the important tools financial advisors use, and it saves advisors a significant amount of time and money. You can stop looking for the best online scheduling tool, you have found it.
Jerry Boda - CFP
Boda Financial
Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings.
Edward Garibay - Investor Relations
Rastegar Capital
Its simple, easy to use platform. Support is amazing! There are so many features that make it easy for clients to schedule appointments with our advisors in addition to the automation
Nathan Knight - Operations Manager
Faithward Advisors
It's truly transformed the way I handle my post-meeting process. The Notetaker AI's ability to understand and organize my notes with such precision is remarkable. Highly recommended!
Katherine Beltran
Simplicity Ops
That is quite robust software.
Robert Rafano, CFP - Principal
Financial Foundation Services