Comments on: Redtail CRM Updates and Tools to Assist with Reg BI and Form CRS Compliance https://corporate.redtailtechnology.com/redtail-crm-updates-and-tools-to-assist-with-reg-bi-and-form-crs-compliance/ Wed, 21 Oct 2020 23:26:57 +0000 hourly 1 https://wordpress.org/?v=6.3.1 By: Fintechs zero in on Reg BI as deadline looms - InvestmentNews https://corporate.redtailtechnology.com/redtail-crm-updates-and-tools-to-assist-with-reg-bi-and-form-crs-compliance/#comment-4 Tue, 23 Jun 2020 16:11:11 +0000 https://redtail.flywheelsites.com/?p=18029#comment-4 […] Redtail’s CRM, the fintech added two new fields at the individual account level where advisers can track both the date they sent a Form CRS in […]

]]>