Upcoming Live Webinar: How to Use Asset-Map and Redtail to Streamline Productivity and Improve Client Experience!

Join the Asset-Map and Redtail teams to see how you can improve your client experience with the latest updates to our integration, allowing you to ultimately simplify data transfers, reduce busy work, and improve client experience.

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

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

  • Provide insight into both platforms and best practices to enhance client conversations.

Sue BaeWebinar