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