Strategic Partner: AllBackoffice Consulting offers Operations and Technology Solutions for Wealth Management.
Redtail-specific services AllBackoffice can provide include:
Establishing and implementing new instances of Redtail for advisors needing their administrative assistant services
Data imports, typically from flat files, as well as manual data entry and clean up of existing client details
Managing and editing workflows for new account opening or other normalized client requests
Managing data flow between Redtail and other applications
Mapping households and accounts for the Redtail end-client portal and uploading data and performance reports from PortfolioCenter into Redtail
Creating workflow and calendar alerts in Redtail to help advisors and their administrative staff stay on target with all required compliance efforts
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.