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What’s The Best CRM For Your RIA And Why with Special Guest Christopher Johnson

What’s The Best CRM For Your RIA And Why with Special Guest Christopher Johnson

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In this episode of RIA Tech Talk, we welcome Christopher Johnson of TrigaByte Technologies to the show. He brings insights into CRM options for RIAs and answers some of our FAQs for each.

We cover some of the top CRMs used by RIAs including:

· Redtail

· Wealthbox

· Salesforce

· Tamarack

· AdvisorEngine

· Advyzon

Christopher answers our top questions to help you make the best decision about a CRM for your firm.

· What are the pros and cons of each CRM?

· Are some CRMs better suited for a smaller advisor vs a large RIA firm?

· From your perspective, what are the top 3 CRMS for the RIA industry?

· If you were running your RIA firm, which one would you use and why?

· Which ones do you get the most complaints about?

Get in touch with Christopher

Christopher Johnson, TrigaByte Technologies

Phone: 612-817-7767

Email: chris@trigabytetech.com

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