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.

WICHITA, Kan., Aug. 3, 2021 /PRNewswire-PRWeb// (original press release here)  — Plain Wealth, a technology-focused innovation firm in Wichita’s Old Town, launches the Plain Wealth app, a SaaS app designed to provide a frictionless client wealth experience, in partnership with Redtail, the world’s leading CRM in wealth management.

Founders of Plain Wealth previously built a more narrowly focused client platform to step into the wealth management space. Firm leaders and advisor interviews revealed the same challenge, the industry did not have a modern, broad-based platform for clients. The Plain Wealth team leveraged their domain expertise in wealth management and in human factor research to produce a fully tailored, AI-driven client experience, with seamless information and engagement. It includes all of the requisite security and compliance, providing firm-wide disclosures along with the standard of BrokerCheck.

Led by Plain Wealth’s CTO Dr. Paul Peloquin and CEO David Thorne, Plain Wealth launches on August 3rd to initial customers, top RIA firms in the Midwest and a Nationally, and a major insurance institution.

“Redtail’s partnership for our product launch confirms the value of Plain Wealth,” mentioned Thorne, “Wealth management clients have waited long enough. This is a true win for clients and advisors. Now, Redtail can add a world-leading client solution to their larger-than-50% market footprint.”

Dr. Peloquin stated, “Plain Wealth offers clients the seamless experience they’ve been wanting, plain and simple. Just the information they want, financial and informational, and the feel of a closer advisor relationship. We designed the platform so new firms can setup in less than an hour, and pull clients onto the Plain Wealth platform, private labeled for branding, and integrated with their data on Redtail.”

Those interested in learning more can go direct to the Plain Wealth website: plainwealth.io, where they can ask for more information, schedule to attend a webinar, request a full demo, or fully order the Plain Wealth app. Larger firms have the option to purchase their own separate app. Plain Wealth costs as low as $25/month per advisor.

About Plain Wealth
Plain Wealth is a part of the Plain Solutions family of companies, founded in 2018. The company offers award-winning technology and innovation, through a collaborative process. Plain Wealth is committed to client-centric innovation, driving toward financial wellness, and is dedicated to high satisfaction customer solutions and support. For more information, visit plainwealth.io or our LinkedIn at https://www.linkedin.com/company/plain-wealth/.

About Redtail
Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM) solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. For more information, visit redtailtechnology.com.

SOURCE PRWEB

MEDIA CONTACTS:
David Thorne
Plain Solutions
+1 (316) 6481206
david@plainsolutions.co

Plain Wealth: Connecting clients to their advisors for better engagement and more growth.

ABOUT Plain Wealth “Years ago, Dr. Paul Peloquin, one of Plain Wealth’s founders, wanted to create a client-facing platform focused on legacy. But every advisor interview brought up the same objection, ‘We like the concept, but we do not have a good platform for our clients.’

Leveraging the team’s deep domain expertise in wealthtech and in human factor research, Dr. Peloquin realized there was a better way: provide just what clients want, and only what clients want, for maximum initial and ongoing engagement.

Today, Plain Wealth includes a world-leading client experience, fully tailored and driven by artificial intelligence, built to ensure seamless information and ultimate engagement, and boasts Fortune 100 customers. It includes all of the requisite security and compliance, providing custom, firm-wide disclosures, along with the standard of BrokerCheck. It is used by leading RIA and wealth firms from across the United States.”

WHAT ARE THE INTEGRATION POINTS BETWEEN PLAIN WEALTH AND REDTAIL CRM? 

Integration points between Plain Wealth and Redtail include:

• Push Redtail financial account data to Plain Wealth, for dashboard, accounts list, account details, and account asset information
• Push Redtail advisor contact information, to show advisor title, designations, biography, and contact, for quick connect buttons to call, email, or locate the advisor’s office
• Push Redtail seminar information, to provide a firm-wide message to all client users
• Push Redtail advisor message information, to provide an advisor-specific custom message to all of the advisor’s client users
• Action buttons that send emails direct to the advisor, for client service requests and client meeting requests
• Client referral process, that sends Client-added contacts and their information to the advisor, to Redtail, and completes the referral circle for the client, the refer-ee, and the advisor

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.