Brief description of services:
Simplicity Ops designs and implements operational systems for RIAs by utilizing Redtail CRM as a centralized hub for standard operating procedures. In 5-6 months, we help RIAs completely transform their business through a fully immersive engagement where we handle data clean up, documenting processes, organizing information, and implementing workflows all while training them on best practices within their CRM to create a better client experience and seamless communication within their firm.
Types of advisors they work with
Our team partners with independent and hybrid RIAs with $100-$800 million AUM who are currently using Redtail to manage client relationships.
Types of advisors they do not work with
Advisors not motivated to change and improve their operations
Simplicity Ops resources: