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Redtail Technology > News > Integrations > New Partner Spotlight with Plain Wealth on October 6!

New Partner Spotlight with Plain Wealth on October 6!

Category: Integrations
Integrations webinar blog header

Plain Wealth:  Give your clients instant access to financial information, to service, and to your brand

ABOUT this webinar
Topic: New Partner Spotlight: Plain Wealth
Description: Build Better Client Connectedness with Plain Wealth and Redtail CRM

As an advisor, it is important to know what your clients want and to satisfy their need to be updated and informed. Come learn how to use a digital hub and dashboard to satisfy most of your client’s regular needs. We will share key practices to handle unplanned client disruptions, ongoing client paperwork updates, and ways you and your firm can increase the connectedness and quality of your client experience.

Plain Wealth is a client wealth app built specifically for the clients of advisors who use Redtail. The company offers award-winning technology, and is committed to client-centric innovation, driving toward financial wellness. Plain Wealth leadership is a two-time national award winner for data intelligence. It is a part of the Plain Solutions family of companies, founded in 2018. For more information, visit plainwealth.io.

Register now for this webinar on October 6 at 10:30 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.