Kristen is the founder of RIA Oasis and a long-time advisor technology strategist. She managed operations for a billion-dollar RIA before launching her consulting firm in 2017 and has helped advisory firms, custodians, and technology providers optimize CRM, workflow, and operations.
Kristen is a frequent speaker and writer on RIA technology and processes and brings a practical, operations-first view to platform selection and adoption projects.
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.
