ABOUT this webinar
Topic: Redtail + Finpace = Speed and Precision
Description: Finpace was built to automate what slows advisory firms down. Back-office workflows around prospect/client outreach, data gathering, data input and maintenance are some of the biggest bottlenecks that most advisory teams/firms won’t readily admit to.
Compliance around these tasks, along with customer engagement, is also tedious and stress-inducing. Finpace does all the heavy lifting for an advisory firm in these areas so they can focus on more profitable work or more time to do as they please.