Partner Spotlight: Money Organizer Pro


Join our Two-Part Redtail webinar on February 12th and March 12th, and learn how the integration between Redtail Technology and Money Organizer Pro can save you time and money while also helping you provide clients with a better solution for maximizing cash flow.

Money Organizer Pro isn’t just a cash flow management tool that grades clients on their ability to sustain their lifestyle; it's also a data-gathering tool that allows Redtail users to more easily collect and organize client data, while helping advisors develop more efficient uses of cash flow for clients in an effort to increase savings and decrease debt.

Learn, from Money Organizer Pro's CEO, about the techniques used to more easily collect and organize client data and then how to use Money Organizer Pro to help clients maximize their cash flow. Moreover, learn how Money Organizer Pro can help you utilize Redtail at a deeper level by collecting more data with an effective process management system.

How much time will you save? On average, advisors save more than 2 hours per client. Your clients can simply complete the online client profile, allowing you not only to use that data to help clients maximize their cash flow, but also to import that data into Redtail with just a few clicks.

Special pricing on Money Organizer Pro will be offered for attendees of these webinars.

Wednesday, February 12, 2014 9:00 AM - 10:00 AM PST : Partner Spotlight: Money Organizer Pro

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