REDTAIL + RISKALYZE: NEXT-GEN INTEGRATION LAUNCH WEBINAR
Join Redtail CEO Brian McLaughlin, and Riskalyze CEO Aaron Klein as they discuss brand new enhancements to the Riskalyze/Redtail product integration. Take a deep dive into the features and functionality that advisors know and love, and see what’s new, including enhanced Riskalyze client data and metrics now visible inside Redtail, automated client data updates, and brand new visibility into a client’s current portfolio, active proposal, and retirement information within Redtail.
See firsthand why thousands of advisors are using this powerful integration to reduce redundant data entry and back office tasks, increase their productivity, document their fiduciary standard of client care, and so much more. Advisors attending the webinar will be eligible to receive a no-cost trial of Riskalyze and/or Redtail. Register today to save your seat.
You won’t want to miss this event!