I will setup redtail speak CRM automation advisor360 smartoffice moneyguide precisefp

SETUP REDTAIL SPEAK CRM AUTOMATION ADVISOR360 SMARTOFFICE MONEYGUIDE PRECISEFP

Welcome to my Gig

Your advisory technology should work as one connected client workflow, not as a collection of disconnected applications.

I will configure and organize your Redtail CRM, Redtail Speak, Advisor360°, SmartOffice, MoneyGuide and PreciseFP environment around your firm's client management, communication, financial planning and onboarding processes.

The goal is to reduce repetitive data entry, improve advisor visibility and create a cleaner workflow from prospect data collection planning communication client service.

What I can set up

CRM & Client Management

• Client and prospect records
• Household organization
• Custom fields
• Advisor assignments
• Pipeline stages
• Tasks and activities
• Client service workflows
• Review and follow-up processes

Redtail Speak

• Secure client texting setup
• Advisor/team communication
• Message organization
• CRM-connected communication workflow
• Message archiving configuration
• Client communication process

Advisor360° CRM is built around households and connects relationship information with portfolio context, workflows and planning within its broader wealth-management platform.