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Redtail Workflows seem to have limitations, but there are ways to utilize them as a working day to day task list.
Money Guide Pro is great for retirement projections, but can it be used for younger-clients who have near-term income and expense planning questions? The answer is yes.
Quick refresh on the process to obtain Trusted Contact information, as well as ways to maintain on an annual basis.
Especially if you have assets under management, connect Orion to MGP and save significant time on data entry.
Gain confidence to search and obtain basic info in Orion, as well as pro tips for basic navigation.
The first part of the Account Opening series - this post covers all preliminary steps required to get the process started.
Part 2 of the Account Opening series takes a deeper dive into typical paperwork sent for each account being opened by custodian and account type.
Part 3 in the Account Opening series covers what happens when the custodian finally processes signed paperwork, and when the IPS should be submitted.
Part 4 in the Account Opening series looks at final steps once an account is open and the household established.
Explore the multiple ways you can create a contact record in Redtail (whether you meant to or not), and why they sometimes disappear after you create them.