FinaMetrica enables advisors to make valid and reliable assessments of their clients’ risk tolerance, incorporate those assessments into the financial planning process and explain risk more meaningfully. By integrating Redtail with FinaMetrica, you can easily send client information from your CRM to FinaMetrica, then have their Risk Scores displayed with their client record back in Redtail.
For more information please visit www.riskprofiling.com.
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.