How to Customize Redtail Workflows for Your Advisory Firm
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How to Customize Redtail Workflows for Your Advisory Firm
Big news: Simplicity Ops workflows are now in the Redtail Workflow Library. These templates are a strong starting point for standardizing your processes. But the real value comes when you make them your own. Tailor them to your firm’s service model, team structure, and client experience so they actually work FOR you. Download. Customize ...
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