Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions.
One of the unique things about Advicent is their variety of products and how they integrate with Redtail CRM. Watch this quick spotlight on Redtail and Advicent's newest product, Figlo, to see how it may help you increase the value of your practice!
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.