AdvisorTouch offers their Workflows for purchase separate from their consulting services. After purchase, these can be authorized within your Redtail database for you.
You will want to reach out to AdvisorTouch with any questions about the workflows. You can learn more on their website here.
If you have already purchased the Workflow system from AdvisorTouch, then they will notify us and we will notify you via email when the workflows are ready to go within your database.
Click Here for a recorded workflow webinar featuring AdvisorTouch and Redtail.