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Redtail Technology > News > Integrations > Building Your Tech Stack webinar with PreciseFP on January 4!

Building Your Tech Stack webinar with PreciseFP on January 4!

Category: Integrations
Blog Feature Graphic_Building Your Tech Stack

Building Your Tech Stack webinar – Precise FP

ABOUT this webinar
Topic: Building Your Tech Stack – PreciseFP
Description: Enhancing your CRM experience with PDF Templates w/ PreciseFP and Redtail CRM

Introducing PDF Templates from PreciseFP! Come learn how to use fillable PDFs such as a client fact finder for populating data in Redtail CRM as well as other software. We will share best practices on using PDF templates in PreciseFP for streamlining data entry and updates across your entire tech stack.

Register now for this webinar on January 4 at 10:00 am Pacific.

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.