In this new integration, advisors can tie Wealth.com-specific fields to UDFs in Redtail as well as triggering Client notes in the CRM from actions taken in the Wealth.com platf...
In this new integration, CogniCor's Meeting Assistant enables users to automate manual tasks such as creating agendas, capturing meeting notes, scheduling calls, and more.
Join us for these Building Your Tech Stack webinars in May to learn how our partner integrations can help streamline your workday. This month features Flourish, Orion and Incom...