SmartRIA‘s mission is to be the best company in the world at simplifying compliance.
ABOUT this webinar
Topic: Simplifying Compliance with SmartRIA & Redtail
Description: For some RIAs compliance can feel like a drag. For RIAs that do compliance well, however, it can create a strategic advantage that helps them grow. Come learn how you can use SmartRIA to simplify your compliance processes and solve more compliance problems in a single platform with information easily integrated from your Redtail CRM.
Register now for this webinar on November 10 at 10 am Pacific.
WHAT ARE THE INTEGRATION POINTS BETWEEN SMARTRIA AND REDTAIL CRM? This integration allows you to pull a significant amount of contact data from Redtail into Smart RIA.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this integration is available here.
