Follow

Fox Financial Planning Network has added a new set of Basic Workflow Templates for Redtail users to consider

For some time now, Fox Financial has offered the Fox Workflow System prebuilt into Redtail's workflow engine for mutual subscribers. They will continue to do so, but based upon feedback from their users, they are now offering a "basic" workflow package for users who may not need all of the workflows present in the "full" workflow package. 

They are also offering holiday discounts of $250 off the purchase of the Full Workflow package or $150 off of the new Basic Workflow package through 5pm Pacific on Black Friday (11.27.15). You can compare the categories of Workflows that are included with each package as well as get a breakdown on pricing here.



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk