RedTail, Wealthbox, & Salesforce:
RedTail, Wealthbox, & Salesforce:
RedTail, Wealthbox, & Salesforce:
- CRM Management & Maintenance
- Client Management: Robust client database with customizable fields.
- Task Management: Efficient tracking of activities and tasks. Workflows: Pre-built workflows for streamlined operations. Reporting: Comprehensive, customizable reports for better insights.
Schwab (or any custodian):
RedTail, Wealthbox, & Salesforce:
RedTail, Wealthbox, & Salesforce:
- Completing paperwork
- Open accounts
- Transfer of accounts
- Moneylink/wires
- Phone calls - Service team communication
- RMD
- Estate case support
Administrative Support & Client Servicing:
Administrative Support & Client Servicing:
Administrative Support & Client Servicing:
- Calendar Management
- Email Management
- Data Entry & Cleanup
- Client Communication
- Meeting Prep & Follow Up
- Custodial Paperwork & Communication
- Quickbooks
- Holistiplan
Social Media Support:
Administrative Support & Client Servicing:
Administrative Support & Client Servicing:
- Content Planning & Scheduling Design Graphics
- Website & Newsletter Support Add