Webinar: integrations, galore!

Redtail Riskalyze Asset-Map Mobile Assistant


UPCOMING WEBINAR FEATURES RISKALYZE, REDTAIL, ASSET-MAP AND MOBILE ASSISTANT.


At Riskalyze, increasing your practice efficiency is one of our top priorities, and our mutual customers love our Redtail and Asset Map integrations. For example, over 7,000 advisors use the Redtail integration daily, cutting down on manual and often duplicative processes and increasing valuable time spent doing the things that matter most.

Join us Thursday, March 23 at 9am PST to learn how to take advantage of the synergy and efficiencies you can create with the integrated advisor technology hub featuring Redtail, Riskalyze, Asset Map and Mobile Assistant.



Key Takeaways:

Prepare your data and set up client Risk Numbers® within Riskalyze.


Set up a visual representation of client assets with Asset-Map and overlay information from Riskalyze.


Wrap up your client meeting and dictate in-depth notes into the Mobile Assistant App; transcribed notes will be automatically linked to client contact information in Redtail.


Then, login to the Redtail dashboard and get a 360-degree view of your client’s financial life.


See you at the webinar!