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2 contributions to RIA Operators
Apr '24 •
Branding/Marketing Questions
Hey All!! Does anyone have a branding expert that they love? And website designer they love? Would love any and all recommendations! Thank you!
0 likes • Jan '25
Second Michael Reynolds at https://www.zephyrcms.com
Aug '24 •
Carrier/Custodian Integrations with Redtail - HELP!
I am looking for a way to get more accounts to download into Redtail. Does anyone know if Jackson, Equitable, Lincoln has the ability to integrate with Redtail?
0 likes • Sep '24
We found it best to use our PMR, we use Black Diamond, to pull in data from custodians for Redtail. This allowed us to focus on just one integration for Redtail.
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@mitchell-thompson-9795
Family | Fixer | Fiduciary | Advisor | Wealth Manager
Active 1d ago
Joined Jul 10, 2024
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