r/RIA

heard automation handles most things now (Schwab, Wealthbox, etc.) for RIA teams.

is there anything still annoying or painful? Even little things??

Other guys charge thousands a year and you have to call the sales team to even get a look and feel.

That’s why I’ve spent the past year working on RIAlists.com

- 1/10th the price of the other guys.
- Solo Dev(me) where I work on it daily improving all requests users have
- Lifetime option. Pay once, use forever
- growing dataset that is close to the big players.
- Heavy focus on AI integration to easily find everything you need quick.

Plus lots more. Look forward to seeing you try it out!