ABOUT this webinar
Topic: Redtail + Finpace = Speed and Precision

Description: Finpace was built to automate what slows advisory firms down. Back-office workflows around prospect/client outreach, data gathering, data input and maintenance are some of the biggest bottlenecks that most advisory teams/firms won’t readily admit to.

Compliance around these tasks, along with customer engagement, is also tedious and stress-inducing. Finpace does all the heavy lifting for an advisory firm in these areas so they can focus on more profitable work or more time to do as they please.

Register now for this webinar on April 18 at 10:00 am Pacific.

1052-OAT-4/14/2023

In April of 2023, our Building Your Tech Stack webinar series will focus on partners in the Voice Dictation, Advisor Tool, Portfolio Management and Financial Planning categories.

Voice Dictation

In an April 4th Building Your Tech Stack webinar with Mobile Assistant, we’ll be covering:

Redtail + Mobile Assistant = Template-Driven Workflows

Learn how Mobile Assistant’s / Redtail’s templates help improve processes, drive efficiency, and foster the use of workflows.

Register now for this webinar on April 4th at 10:00 am Pacific.

Advisor Tools

In an April 18th Building Your Tech Stack webinar with Finpace, we’ll be covering:

Redtail + Finpace = Speed and Precision

Register now for this webinar on April 18th at 10:00 am Pacific.

Portfolio Management

In an April 18th Building Your Tech Stack webinar with Orion, we’ll be discussing how you can:

Revolutionize Your Process Management with Orion and Redtail

Join us for a deep dive into the powerful integration between Orion and Redtail CRM. In this webinar, we’ll show you how the seamless connection between these two technologies can revolutionize your workflow and help you build stronger client relationships. Make CRM the hub with Portfolio View, which allows you to see your clients’ portfolios right within Redtail, without the need to switch between multiple applications. This streamlined view gives you a comprehensive overview of your clients’ investments, allowing you to make informed decisions and provide better service. We’ll also show you how Redtail data can feed important tasks like proposal generation, saving you time and reducing the risk of errors. Don’t miss out on this opportunity to see firsthand how Orion and Redtail can transform the way you work.

Register now for this webinar on April 18th at 12:00 pm Pacific.

Financial Planning

In an April 25th Building Your Tech Stack webinar with Holistiplan, we’ll discuss:

Redtail + Holistiplan = 2023 Year of Tax Planning

Tax planning is quickly being added to the list of things clients expect their financial advisor to provide. Come hear how Holistiplan is simplifying the process of planning by providing advisors with a software solution that helps advisors save hours of their time by providing them with actionable observations about the client’s return and a way to model changes for the future.

Register now for this webinar on April 25th at 10:00 am Pacific.

0934-OAT-4/3/2023

Finpace: “Automation Workspace for Financial Advisors”

ABOUT Finpace  “Automation protocol built to reduce effort, relieve stress and increase your productivity.
Say goodbye to arduous outreach workflows, clunky onboarding experiences and the tedious ongoing tasks.“

WHAT ARE THE INTEGRATION POINTS BETWEEN FINPACE AND REDTAIL CRM? 

This new integration allows mutual subscribers to pull client data from Redtail CRM into Finpace as well as to push client data from Finpace into Redtail CRM.

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

0860-OAT-3/27/2023