Redtail and Riskalyze Training

January 1, 1970 5:57 am - 5:57 am

Redtail Technology Headquarters

Organizer: Nora Keenan [email protected]
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Join Riskalyze and Redtail Technology for a full day of training at Redtail’s new Sacramento headquarters.  This training is perfect for current users as well as anyone considering these tools.

What will we cover?

  • Both new and seasoned users of Redtail will learn best practices for CRM setup and day-to-day usage
  • Receive personalized and interactive training for both beginning and advanced Riskalyze scenarios
  • Learn how to use Riskalyze to analyze stocks, mutual funds and annuities in multi-account portfolios
  • Learn how to take advantage of the integration between the two systems to save time and effort

Is Sacramento too far from your office?  No worries!  We will be simulcasting the training via GoToMeeting.  Contact Nora Keenan at [email protected] to register.