ABOUT this webinar
Topic: Building Your Tech Stack – CircleBlack
Description: Integrating CircleBlack and Redtail CRM to improve efficiencies and focus
As advisors work to grow their practice, one of the greatest needs is time. Time to deepen current client relationships. Time to invest in acquiring new clients. Time to focus on revenue generating activities. The integration between CircleBlack and Redtail gives advisors back that valuable time. Join this webinar to learn more about CircleBlack, a sophisticated portfolio management and reporting solution that allows advisors to access, edit, & update information that sits across multiple technology platforms, all from one place, reducing time spent navigating multiple systems and freeing up time more to spend deepening relationships with clients. Understand how the single sign-on integration between Redtail and CircleBlack allows advisors to have data flow easily between their portfolio management solution and their CRM.