In April of 2023, our Building Your Tech Stack webinar series will focus on partners in the Voice Dictation, Advisor Tool, Portfolio Management and Financial Planning categories.
In an April 4th Building Your Tech Stack webinar with Mobile Assistant, we’ll be covering:
Redtail + Mobile Assistant = Template-Driven Workflows
Learn how Mobile Assistant’s / Redtail’s templates help improve processes, drive efficiency, and foster the use of workflows.
In an April 18th Building Your Tech Stack webinar with Finpace, we’ll be covering:
Redtail + Finpace = Speed and Precision
In an April 18th Building Your Tech Stack webinar with Orion, we’ll be discussing how you can:
Revolutionize Your Process Management with Orion and Redtail
Join us for a deep dive into the powerful integration between Orion and Redtail CRM. In this webinar, we’ll show you how the seamless connection between these two technologies can revolutionize your workflow and help you build stronger client relationships. Make CRM the hub with Portfolio View, which allows you to see your clients’ portfolios right within Redtail, without the need to switch between multiple applications. This streamlined view gives you a comprehensive overview of your clients’ investments, allowing you to make informed decisions and provide better service. We’ll also show you how Redtail data can feed important tasks like proposal generation, saving you time and reducing the risk of errors. Don’t miss out on this opportunity to see firsthand how Orion and Redtail can transform the way you work.
In an April 25th Building Your Tech Stack webinar with Holistiplan, we’ll discuss:
Redtail + Holistiplan = 2023 Year of Tax Planning
Tax planning is quickly being added to the list of things clients expect their financial advisor to provide. Come hear how Holistiplan is simplifying the process of planning by providing advisors with a software solution that helps advisors save hours of their time by providing them with actionable observations about the client’s return and a way to model changes for the future.