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Redtail Technology > News > Integrations > Building Your Tech Stack webinar with Quik! on July 26!

Building Your Tech Stack webinar with Quik! on July 26!

Category: Integrations
Blog Feature Graphic_Building Your Tech Stack

Building Your Tech Stack webinar - Quik

ABOUT this webinar
Topic: Launch Quik! From Redtail And More!
Description: Now you can launch Quik! directly from inside Redtail and take advantage of the largest forms library (37,000+) serving financial professionals. Quik! brings in over 133 fields of data from Redtail to prefill these forms. And every signable form is ready to go directly out for e-signature – no template necessary. Find out what new features can help you work faster and get a preview of the new features Quik! is releasing to streamline client onboarding.

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.