Upcoming Live Webinar: A Redtail + Asset-Map Webinar on Seamless Integration for Financial Advisors

Join representatives from Asset-Map and Redtail (and maybe a surprise guest!) to hear how advisors are quickly uncovering opportunities and saving time through the use of our recently enhanced integration.

In this webinar, you’ll also learn how to:

Optimize your workflows by seamlessly importing client data to Asset-Map from Redtail to create and maintain multiple households, including client contact information and financial instruments.