🎈 Do you use Redtail, onboard new clients and have opinions?

Lacey Shrum

Aug '23 (edited) • AdvisorTech

Then I need you! Smart Kx is building an integration with Redtail to help ops and compliance teams.

The integration will help firms:

*onboard prospects-to-clients in 10 seconds (versus 45 mintues),

*eliminate multiple data entry between client contracts and Redtail, and

*organize signed documents and maintain required activities within Redtail.

We are finalizing the integration and I am giving tech savvy users like those on Skool a chance to see it first and add their feedback. If you have opinions, we want them!

Click here to set up a mtg: https://calendly.com/smartkx/redtail-smart-kx-integration-r-d

DM's and comments are always open if you simply prefer to share... TY!

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🎈 Do you use Redtail, onboard new clients and have opinions?

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