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.
Register now for this webinar on April 18 at 10:00 am Pacific.
1052-OAT-4/14/2023
