These integrations allow a push of client data from the CRM to the planning software to eliminate redundant data entry. 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: