Advisor Tech Partners

🚀 We’re thrilled to announce the launch of our new Services Page! Our solutions are designed to fix inefficiencies, eliminate bottlenecks, and automate repetitive tasks, so your RIA can operate at peak performance. Through optimized workflows, processes, and automation, we help you reclaim time, enhance client experiences, and drive sustainable growth. → RIA Revival System: https://lnkd.in/euCvQYtm Prepare to scale effectively with our comprehensive system, guiding you through tailored strategies, seamless implementations, and ongoing support for lasting success. Pricing: $25,000 → Zapier Automation: https://lnkd.in/e3wFGXGv Unleash the power of automation by seamlessly connecting your RIA’s systems, reducing mistakes, saving time, and boosting efficiency. Pricing: $750 - $2,500 → Workflow Consulting: https://lnkd.in/ekNqwh86 Streamline your processes to achieve peak efficiency, unlocking automation, reducing errors, and simplifying operations for your RIA. Pricing: $1,500 - $7,500 → Service Model Automation: https://lnkd.in/e7bMsm93 Revolutionize client meeting management with streamlined scheduling, clear communication, and optimized client experiences powered by Wealthbox or Redtail Technology CRM and GReminders. Pricing: $6,500 - $8,000 Discover more about how we can help your firm thrive by visiting our Services Page: https://lnkd.in/dwQqWzbH 📅 Schedule an Intro Meeting with Advisor Tech Partners: https://lnkd.in/enPGVQN7 Contact us: Website: https://lnkd.in/e96qkUAq Email: Team@AdvisorTechPartners.com Connect with Matthew Awai on LinkedIn: https://lnkd.in/eGYy8drz Connect with Jeffrey Rusin on LinkedIn: https://lnkd.in/e_JrmA6S Subscribe to Advisor Tech Partners YouTube Channel: https://lnkd.in/eZnXbZZG #AdvisorTechPartners #RIARevival #ZapierAutomation #WorkflowConsulting #ServiceModelAutomation

Advisor Tech Partners is now officially an endorsed partner with PreciseFP! If you’re using Wealthbox or Redtail Technology and want to bring PreciseFP into your process the right way, we’ve got you covered. We fully map all the data fields so everything goes exactly where it should. We help you build it out step by step and support your team so it actually gets used and adds value. PreciseFP is an awesome tool for firms that want to streamline client onboarding, collect data efficiently, avoid manual entry, and clean up their processes. It just makes everything smoother for both the team and the client. Huge thank you to PreciseFP and Richard Thoeny for pulling together the new Resource Partners program. Check it out👇 https://lnkd.in/gkg6BeSY

Learn how to set up recurring tasks in Wealthbox CRM to streamline daily, monthly, quarterly, and yearly processes for your advisory firm. In this step-by-step tutorial, Matthew Awai from Advisor Tech Partners shows you how to customize task settings, assign responsibilities, and build detailed SOPs. Whether it's payroll, billing, or client follow-ups — discover how to boost your team's efficiency with Wealthbox automation. 📥 Download the CRM Mastery Guide here: https://lnkd.in/e_-TWeNK 📅 Schedule an Introductory Meeting: https://lnkd.in/enPGVQN7 All Services & Pricing👇 👉 CRM Efficiency Scorecard  https://lnkd.in/eQ2Ysd-E 👉 CRM Customizations Setup https://lnkd.in/evgbiECd 👉 Zapier Consulting for Financial Advisors https://lnkd.in/e3wFGXGv 👉 Workflow Consulting for Financial Advisors https://lnkd.in/ekNqwh86 👉 Service Model Automation https://lnkd.in/e7bMsm93 Contact us: Website: https://lnkd.in/e96qkUAq Email us: Team@AdvisorTechPartners.com Subscribe to our YouTube channel: https://lnkd.in/eHPFauQi

Whether you're using Wealthbox or Redtail Technology, we’ve seen time and time again how well-structured workflows can unlock serious efficiency, consistency, and growth. 📆 Schedule Intro Meeting https://lnkd.in/ekyBQ5Td 👉 Visit our Workflow Consulting services page https://lnkd.in/ekNqwh86

Thank you for 150 YouTube subscribers! 🎉

Automate your Wealthbox and Redtail Technology reporting with ease! Join us to see how GReminders makes it simple! 💚

Advisor Tech Partners has now been added to the Financial Advisor Service Provider directory on Wealthtender. 🫡 A huge thanks to Brian Thorp for helping us get onto the platform! 🤝 Check out our Wealthtender profile here 👇 https://lnkd.in/egvMC44s

Really excited to share that Advisor Tech Partners is now listed on Charles Schwab's Provider Listings! 💙 If you haven’t heard of it before, Schwab Provider Listings is a resource for advisors who custody with Schwab. It connects firms with trusted third-party providers that can help them grow and run more efficiently For those of you using Schwab, we’re here to help you build better workflows, processes, and automations inside your CRM. Whether you’re on Wealthbox, Redtail Technology, or another platform, our goal is to help you simplify and scale what you do. Thank you Drew Keating for making this happen! 🤝 ✅ Check out our Advisor Services on Schwab https://lnkd.in/efUrr3Y5 If you want to talk through how to make your systems work better for you, just reach out 👇 👉 Schedule an Intro Meeting https://lnkd.in/enPGVQN7 👉 Subscribe to our YouTube channel https://lnkd.in/eHPFauQi 👉 Free CRM Mastery Guide https://lnkd.in/e_-TWeNK

Jeffrey from Advisor Tech Partners shows you exactly how to set up and activate Redtail Technology's Retriever Cloud to seamlessly sync your Google Calendar or Outlook Calendar with your Redtail Technology CRM. Learn how to: - Enable the Retriever Cloud integration - Set sync settings for appointments and activities - Verify successful calendar syncing - Avoid syncing unwanted contacts Whether you're using Google Workspace or Microsoft Outlook, this guide will help you create a two-way sync between your calendars and Redtail Technology CRM so you never miss a meeting again. 👉 Get your CRM Efficiency Scorecard: https://lnkd.in/eQ2Ysd-E 📥 Download the CRM Mastery Guide here: https://lnkd.in/e_-TWeNK 📅 Book an Introductory Call: https://lnkd.in/enPGVQN7 Contact us: Website: https://lnkd.in/e96qkUAq Email us: Team@AdvisorTechPartners.com Subscribe to our YouTube channel: https://lnkd.in/eHPFauQi