Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Account Lists to reflect the terminology used in your office.
Join Redtail and Stephanie Dannebaum for this Practice Management Takeover to learn how to make sure your database is in good working order for the new year.
Redtail Campaigns, a new marketing platform powered by Snappy Kraken, is now available during an Early Access period for advisors looking to ramp up their prospect and client e...