ABOUT this webinar
Topic: Using YCharts to Steer Client Meetings in a Down Market
Description: Join Redtail and YCharts to learn how to:
- Seamlessly import portfolio and client data from Redtail into YCharts
- Leverage dynamic visuals to tell a more compelling story amid market downturns
- Create and customize portfolio reports to steer conversations in client and prospect meetings
0310-OAT-2/2/2023
