1. Dicey travel itinerary:
Now, we get back to work, humbled to have been showcased at an event that recognizes “best of breed” providers in the global private banking, wealth management and trusted advisor communities. The Family Wealth Report Awards 2018 were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have “demonstrated innovation and excellence during 2017”.
It is a great honor for us to be recognized in these awards, and testament to the hard work that our team has put into the development of Redtail Speak over the last two years. Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, while also offering them new solutions to meet their client communication needs. We want to thank everyone at the Family Wealth Report Awards for recognizing everything Redtail is doing, as well as to thank all of Redtail’s raving fans for your continued support and for being a part of the Redtail community.
Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.