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How can we improve Redtail Technology's CRM?

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Copy WealthBox with interface, intuitiveness and outlook integration

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  • Anonymous commented  ·   ·  Report

    Agreed. Redtail has captured a large majority of advisors over the past decade-plus. Now it's time to modernize it...let it flow with intuitive features, integrate directly with exchange systems, minimize use on local retrievers, etc. Management needs to look closely at WealthBox and work with their back-office coders to implement the best parts of it. Please do this!!

  • Traci commented  ·   ·  Report

    YES, PLEASE

Redtail CRM: Artificial Intelligence

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