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.
Levitate, the keep-in-touch marketing platform started by former ShareFile founder Jesse Lipson, offers a solution for financial advisors who want to rise above the clutter of mass-blast email marketing and other inefficient, impersonal outreach tools. The platform helps advisors nurture client and prospect relationships through timely content and personal emails. With the launch of their integration, Levitate and Redtail offer a complete CRM and email marketing solution built with the finance industry in mind. Come see how Levitate can help you stay top of mind with clients, prospects, and centers of influence in a personal and authentic way.