Hey everyone, I’m currently working on structuring a trade blotter and trade documentation workflow for an RIA and wanted to get a sense of how others are handling this end to end. Specifically trying to understand: - What your full process looks like from trade decision to execution to documentation to reconciliation - Whether you’re using manual logs like Google Sheets or Excel or relying fully on custodial or reporting systems - How you’re capturing the reason for trade and linking it back to strategy or IPS - How you handle daily or next day reconciliation with confirms - Any checks or controls you’ve built to reduce errors I’m currently exploring a structured but simple approach, starting manual and then layering automation later, and trying to avoid overengineering early on. Would really appreciate any insights, workflows, or even rough templates or screenshots if you’re open to sharing.

Hi -- we are a 4 person office atm, but growing. We are using godaddy for our M365 subscriptions. They are a hot mess when anything goes wrong - and we are interested in getting off their platform. This will involve defederating and then figuring out if we self manage subscriptions and storage/backup. I am debating between hiring a CSP or doing this myself. I've identified one CSP but would like alternatives to review and don't find any that seem reliable. Any recommendations or experiences to share?

Does anyone use an iPad - I am wondering what is the best option for notetaking? We use AI but I also like to take some handwritten notes as well. If you've found any other helpful things with work productivity using the iPad - would love to hear!

Hi everyone, Quick question: What platform does your office use for clients to upload documents? Examples include Dropbox, ShareFile, TransferNow, etc. If you use something else, please let us know. Thanks!