Redtail

Redtail is the most popular CRM in the RIA space, but most firms barely scratch the surface. I configure it to match your service model, automate your workflows, clean up your data, and build the reports you actually need.

What this looks like

—Workflow automation for client reviews, onboarding, and service tasks

—Data cleanup: duplicate merging, field standardization, contact enrichment

—Custom report builds for service model tracking and practice analytics

—Seminar and event tracking configuration

—Integration with custodians, portfolio tools, and financial planning software

—Staff training and process documentation

Let's talk about your project

30 minutes. No pitch, no pressure.

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