Contact: 800-206-5030
support@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
Redtail Technology > News > Integrations > Shifting Tides: Advicent, Redtail & Mobile Assistant webinar on April 27

Shifting Tides: Advicent, Redtail & Mobile Assistant webinar on April 27

Category: Integrations

Shifting Tides Webinar April 27th

ABOUT this webinar
Topic: Shifting Tides: Advicent, Redtail & Mobile Assistant

Description: The modern advisor faces many roadblocks created by organizational processes, evolving investor demands, and the industries in which they operate. In order to achieve growth, advisors must equip themselves with the right tools to overcome these challenges. This roundtable discussion featuring leaders from Mobile Assistant (integrated notes solution), NaviPlan (financial planning), and Redtail (CRM) will explore these advisor pain points and investigate the benefits of an integrated technology stack for your clients and your practice.

Moderated by: Kristen Schmidt, Founder & President of RIA Oasis

Register now for this webinar on April 27 at 12:30 pm 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.