Financial planning is intricate, and these integration are time savers.
Reporting, risk evaluation, retirement analysis, asset and liability analysis, forecasting - these are only some of the functions these tools offer. Financial planning tools are built with purpose and finding the right one for you is going to make a big impact in your practice.
How they work with Redtail CRM is case-by-case so review the list below to find something that fits your needs:
TD Ameritrade institutional VEO
TD Ameritrade Institutional Veo One® or see this document for the Veo One integration on the Redtail side