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Navigating the Choppy Waters of DOL with Hidden Levers [28:03]

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With the DOL regulations being the hottest of topics in the industry, Redtail is remaining at the forefront of the topic by coming together with our integration partners to help financial professionals find easy solutions for the changes that might be coming for their offices.

HiddenLevers will showcase how their combination of stress testing, fee analysis, and proposal generation system can help you navigate the troubling waters of the new DOL regulation. Help show clients what decisions you are making, be transparent on fees, and stress test their portfolio!

HiddenLevers uses big data to measure millions of relationships between the economy and investments. Interest rates affect home sales and oil prices, which impact the price of Home Depot stock. We uncover these links for 35,000+ investments.

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

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