Our New Partner webinars provide you with the details you need to 1) determine whether or not a new integration partner might be beneficial to your office and 2) if so, learn how to get signed up, set up and using the integration between Redtail and that new partner.
Snappy Kraken provides readymade, digital marketing for financial advisers. It's automated. It's exclusive! For financial advisers who demand to be different: get access to lead generation, prospect conversion, and essential client outreach campaigns that run 24/7.