Vestorly
We are using Vestorly and they said they did all they could with an integration with you guys, but needs Redtail to do some work before that integration is complete. Is this something that is likely to happen at anytime in the near future?
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
PFS Wealth Management commented
Our firm has been patiently waiting for two years for this much-needed integration and so far... nothing. Vestorly has been an incredibly valuable marketing tool for us after running the full gamut of newsletter-marketing content and the single drawback is the lack of connection between our Tailwag database and our email campaigns. Given what Vestorly has done for our marketing so far, I'm shocked that this hasn't received more attention on the forums.