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Redtail New Client On Boarding Workflows (using Riskalyze, eMoney, Laser App, Orion)

SKU: $299.00
This Excel-formatted template provides you with a sample process that includes 4 New Client On Boarding workflows built in the Redtail Tailwag CRM format. The 4 workflows are: 1. General steps for on boarding a client 2. Establishing the client portal & risk questionnaire 3. Preparing and delivering the Financial Plan within a client meeting 4. Opening new investment accounts. Software Incorporated into Workflows: Redtail Tailwag CRM, Riskalyze, eMoney, Laser App, and Orion.
Category:Processes

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