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← Customer Feedback for Redtail Technology

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  1. Copy WealthBox with interface, intuitiveness and outlook integration

    13 votes
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    2 comments  ·  Redtail CRM » Artificial Intelligence  ·  Admin →
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    Anonymous commented  · 

    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!!

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  2. calendar scroll

    35 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

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