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.
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.