Our New Partner webinars provide you with the details you need to 1) determine whether or not a new integration partner might be beneficial to your office and 2) if so, learn how to get signed up, set up and using the integration between Redtail and that new partner.
Voyant makes financial planning, personal. With engaging visuals that inspire your clients to discover and share their goals, Voyant's holistic view of financial planning makes it easier to work with your client towards a better financial future. Come learn how to use their collaborative, client-friendly planning solutions to prep for every "What If" scenario and visualize your clients' path to achievement in a way you can both see clearly - in real-time.
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