22 Jun Pocket Risk integrates with Redtail CRM
Pocket Risk has completed an integration with Redtail, the most popular advisor focused CRM (Customer Relationship Management) tool in the market. The integration will allow users of Redtail to launch the Pocket Risk questionnaire from within Redtail and review client scores.
The integration has been completed to make it easier and quicker for advisors who use Redtail to integrate Pocket Risk into their regular practice. With this integration advisors will save valuable time assessing their clients’ risk profile.
You can learn about the integration our dedicated page or watch the video below.