ABOUT this webinar
Topic: Building Your Tech Stack – Onramp Invest
Description: Cryptoassets in Your CRM with Onramp Invest & Redtail CRM
Cryptoassets are here to stay. Investors, both young and old want advice from their financial advisor about them. Onramp provides financial advisors with the means to do so and Redtail empowers them to be as productive as possible while doing it. Join Craig Uhlenkott, Chief Product Officer of Onramp Invest, and Austin Johnson of Redtail CRM for a live conversation where we’ll review the state of cryptoassets in the world of financial advice and discuss our first integration together, available to all Onramp and Redtail users. Onramp Invest is a comprehensive cryptoasset management solution allowing financial advisors to help their clients safely, confidently, and intelligently invest in the new age. With Onramp, financial advisors receive robust education materials, access to cryptoassets, and the tools to manage them in a safe, secure, and efficient way. It’s where cryptoassets and financial advice merge.