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Redtail Technology > News > Integrations > Building Your Tech Stack webinar with fpPathfinder on August 30!

Building Your Tech Stack webinar with fpPathfinder on August 30!

Category: Integrations
Blog Feature Graphic_Building Your Tech Stack

Building Your Tech Stack webinar - fpPathfinder

ABOUT this webinar
Topic: Navigating Complex Financial Planning Questions with fpPathfinder
Description: Come learn how fpPathfinder is helping advisors be more diligent in their planning processes by using custom white labeled flowcharts, checklists, and summary guides. We will share best practices for using fpPathfinder and its integration with Redtail CRM.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.