“My firm was growing at such a fast pace that I was worried about dropping the ball. I had post-it notes everywhere, pieces of paper I was writing lists on, and I was trying to use the current CRM’s and their workflows, but they just didn’t work for us.”
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No more to data re-keying with direct integrations with Redtail and Wealthbox CRM's.
Access and customize over 100+ workflow templates designed specifically for advisory firms.
Date based workflow triggers designed to ensure that nothing falls through the cracks.
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