Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!
Redtail Technology的外部链接
Redtail CRM - web-based Client Relationship Management software, integrates widely and deeply with other popular tools in the financial services industry.
What’s the biggest challenge with your tech stack? ?? Join us for our tomorrow's webinar, Simplify Your Tech Stack with Betterment Advisor Solutions, and learn how Redtail’s seamless integration can eliminate redundancies and cut costs: https://bit.ly/3Otyjhy ?? Date: Tuesday, November 26, 2024 ? Time: 12:00 PM CST While you wait, let us know your thoughts! ??
此处无法显示此内容
在领英 APP 中访问此内容等
Treat yourself this weekend ?? ?? ?? Olee from Ohana Wealth Advisory #bestpawforward
?? Ready to make the most of Redtail’s integration power? Discover how to seamlessly connect your #RedtailCRM to create your ideal tech stack in our upcoming webinar, Redtail Essentials: Integrations! ?? Date: Nov 14, 2024 ?? Time: 1:00 PM CT Don’t miss this opportunity to learn about tools that boost productivity and streamline client management. Register today to unlock your CRM's full potential. ?? Register now: https://bit.ly/3Z4blUF
? Just under a week until #AdviceTechLIVE! Join us virtually November 12-13 for insights from 35+ top fintech experts—at no cost! Plus, don’t miss Rick Williamson's tech demo on Technology and Advice Delivery ?? 11/12 at 4pm ET. Secure your spot and on-demand access today! https://bit.ly/3ApyV4z
Say ?? to the October winners of our?#BestPawForward?Photo Challenge... ???? Congratulations to Eleanor, Kodi, and Syd! (And their paw parents, too.) ?? Don't forget to submit your best pal via social media for a chance to see them splashed across our login screen next month! Here's how ???https://bit.ly/3J59LZV P.S. Don't worry, your best bud may still be seen on social media. We're posting new ?? of your furry friends every Friday!
?? Are you leveraging tech to streamline your operations? Discover how integrating #RedtailCRM with Microsoft Power Platform can supercharge your efficiency and free up more time for client connections. ?? Join us for tomorrow's webinar with RooksDM to explore strategies for automating workflows, minimizing manual tasks, and boosting productivity: https://bit.ly/4fbZIR8 Your turn ??
此处无法显示此内容
在领英 APP 中访问此内容等
Enjoy that extra hour of sleep this weekend ???? ?? Harvey from Finity Group, LLC #bestpawforward
Exciting news! We’re proud to sponsor this year’s #AdviceTechLIVE, a two-day virtual event bringing together 35+ top fintech minds and industry leaders on November 12–13! ??? Free to join ?? On-demand access for registrants ?? Insightful sessions on tech trends and innovations Plus, don’t miss Rick Williamson's tech demo on November 12 at 4 p.m. ET! Register now and save your spot! https://bit.ly/3ApyV4z
Feeling out of the loop on the latest #FinTech? ?? Join us for #AdviceTechLIVE this year to learn more from companies like Redtail Technology about elevating the human experience through financial technology! Save your seat here (it's free): https://hubs.li/Q02Wdv-g0
?? Could your clients' cash be working harder for them? Join tomorrow's webinar with MaxMyInterest to discover how their platform can help advisors maximize client cash yields, with rates currently up to 5.37% while keeping funds fully FDIC-insured: https://lnkd.in/gmqD4GH3
此处无法显示此内容
在领英 APP 中访问此内容等
When they tell you it's too soon to have your Christmas outfit on ?? ?? ?? Lucy from Retirement Income Source #bestpawforward