Finpace: “Automation Workspace for Financial Advisors”
ABOUT Finpace “Automation protocol built to reduce effort, relieve stress and increase your productivity.
Say goodbye to arduous outreach workflows, clunky onboarding experiences and the tedious ongoing tasks.“
WHAT ARE THE INTEGRATION POINTS BETWEEN FINPACE AND REDTAIL CRM?
This new integration allows mutual subscribers to pull client data from Redtail CRM into Finpace as well as to push client data from Finpace into Redtail CRM.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.