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Support:
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Corporate & Billing:
Mon-Fri 8am-5pm
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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
28
Oct
2020
New integration with Holistiplan!
Category: Integrations
Send household info to Holistiplan from Redtail; send observations based on tax returns back to Redtail as a note.
06
Apr
2020
New Integration with fpPathfinder!
Category: Integrations
fpPathfinder is a financial planning tool aimed at helping diligent advisors ensure their client is on the right planning path. This integratio...
29
Jan
2020
New Integration with Timeline!
Category: Integrations
We are excited to announce an integration with Timeline, a fintech company that provides advisors with next-generation retirement income software.