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Strategic Partner: AllBackoffice Consulting offers Operations and Technology Solutions for Wealth Management.
Redtail-specific services AllBackoffice can provide include:
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Establishing and implementing new instances of Redtail for advisors needing their administrative assistant services
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Data imports, typically from flat files, as well as manual data entry and clean up of existing client details
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Managing and editing workflows for new account opening or other normalized client requests
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Managing data flow between Redtail and other applications
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Mapping households and accounts for the Redtail end-client portal and uploading data and performance reports from PortfolioCenter into Redtail
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Creating workflow and calendar alerts in Redtail to help advisors and their administrative staff stay on target with all required compliance efforts
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Marketing administration support, mostly with maintaining and sharing contact details for use with email management systems, such as Mail Chimp or Constant Contact.
AllBackoffice also offers those enlisting their service a first line of support for Redtail-related questions when they arise.
AllBackoffice resources:
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