Automatic alerts can help you stay on top of your clients, and win new business. From saving clients from losing valuable stock options to notifying advisors when clients' annual bonuses hit, alerts can help you build trust and win assets under management.
What's the primary purpose of a pitch deck? To get a conversation started. If your current pitch deck isn't sparking dialogue, it's time for a redo. Advisor Marketing's new "First Meeting" advisor presentation introduces your practice and process with interactive widgets to get clients talking about important financial issues.
Integrate your important client data right from Redtail CRM into eMoney. Save valuable time and increase data accuracy across apps. Benefit from a single-sign-on process, bi-directional data exchange and upload capabilities right into the Vault.