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.
Aidentified tracks and monitors new wealth events in real time at scale. Our platform and mobile application M2 Money in Motion contains over $1Trillion in HNW wealth events and allows you to:
• Monitors the latest IPOs, M&A, Large Venture and Private Equity financing rounds on a daily, monthly and yearly basis
• Monitor insider transactions (sales, purchases and new grants)
• Surfaces the executives profiles affected by these new wealth events and their detailed contact information including Linkedin links
• Integrates seamlessly with your Redtail instance for easy access and follow up